Jason James Peplinski

Current Employers

Employment History

• 10/2007 → 11/2016
  Investacorp
  Miami Lakes, FL
• 01/2008 → 11/2016
  Investacorp Advisory Services
  Miami Lakes, FL
• 11/2016 → 09/2023
  Sagepoint Financial, Inc.
  Lincoln, NE
• 09/2023 → Present
  Osaic Wealth, Inc.
  Lincoln, NE

Previous Registrations

• 2016-11-04 → 2023-09-01
  Osaic Services, Inc.
  Lincoln, NE
  Phoenix, AZ
  Lincoln, NE
  Lincoln, NE
  Lincoln, NE
• 2008-01-28 → 2016-11-07
  Investacorp Advisory Services Inc
  Lincoln, NE
  Lincoln, NE

Other Businesses

1) FP WEALTH MANAGEMENT, INC.; Vice President; The nature of business-Securities and fixed Insurance. -Vice president, Providing products and services through SagePoint Financial, Inc. and Fixed insurance sales. ; Yes NO OF HRS: 20 SEC TRDNG HRS: 80 ; 01/01/2014; 770 N Cotner Blvd, Suite411, Lincoln NE 68505; Providing products and services through Invest a corp. and Fixed insurance sales. 2) Fixed Insurance Sales (Jason Peplinski); NO: 770 N. Cotner Blvd. STE #411 Lincoln NE 68505. ; Insurance sales; agent ; Run quotes and proposals for fixed insurance products, including life insurance, disability insurance, long-term care insurance and fixed annuity contracts; START DT 9/2002; securities, 3 hours per day devoted to OBA and 60 hours per month are devoted to OBA. 3) MONEY PROS, INC. & JASON PEPLINSKI POSITION: Owner/President NATURE: It's an S-Corporation established for payroll and tax purposes. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 01/08/2003 ADDRESS: 770 N Cotner Blvd, Suite 411, Lincoln NE 68505, United States DESCRIPTION: The nature of business-Fixed Insurance and Security Investments. My position-President/owner, my duties-Providing products and services through SagePoint Financial, Inc. for securities and advisory accounts, as well as fixed insurance business, for all clients who have Jason Peplinski as their advisor and or agent. 4) JASON PEPLINSKI POSITION: Notary Public NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/17/2004 ADDRESS: 770 N Cotner Blvd, Suite 411, Lincoln NE 68505, United States DESCRIPTION: I verify the identity of a signer with by reviewing their drivers license or passport and witness them signing, then sign and stamp that I witnessed their signature. 5) PEACE LUTHERAN CHURCH ENDOWMENT COMMITTEE POSITION: Board Member Non-Profit NATURE: It is a non-profit religious organization. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/24/2023 ADDRESS: 9831 N 145th Street, Waverly NE 68462, United States DESCRIPTION: Board Member Non-Profit. 6) PEP REALTY LLC POSITION: Owner NATURE: LLC established to hold and operate real estate only. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/31/2025 ADDRESS: 5944 Vandervoort Dr, Lincoln NE 68516, United States DESCRIPTION: I oversee and operate the ownership of commercial real estate, review and establish or re-establish leases, coordinate updates or remodels, and coordinate maintenance and business records for the building. 7) ENTRUST TAX COUNSEL LLC POSITION: Owner, Pres, CEO, Accountant NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/17/2025 ADDRESS: 5944 Vandervoort Dr, Lincoln NE 68516, United States DESCRIPTION: I oversee the business and operate the business which is processing tax return filings. 8) ENTRUST WEALTH COUNSEL INC POSITION: Owner/President NATURE: It's an S-Corporation established for payroll and tax purposes. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 01/08/2003 ADDRESS: 770 N Cotner Blvd, Suite 411, Lincoln NE 68505, United States DESCRIPTION: The nature of business-Fixed Insurance and Security Investments. My position-President/owner, my duties-Providing products and services through SagePoint Financial, Inc. for securities and advisory accounts, as well as fixed insurance business, for all clients who have Jason Peplinski as their advisor and or agent.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-30