Ryan Philip Jotkoff

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-04-28

FL RA
APPROVED

Since 2022-04-28

Branch Locations

2100 Meadowlane Avenue, West Melbourne, FL 32904 • United States

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Jotkoff Financial Services	West Melbourne	FL	06/2000	Present
Triad Advisors, Inc.	West Melbourne	FL	10/2006	08/2024
Hanlon Investment Management, Inc.	West Melbourne	FL	03/2013	06/2021
Triad Hybrid Solutions	Norcross	GA	04/2022	Present
Osaic Wealth, Inc.	West Melbourne	FL	08/2024	Present

06/2000 → Present

Jotkoff Financial Services

West Melbourne, FL
10/2006 → 08/2024

Triad Advisors, Inc.

West Melbourne, FL
03/2013 → 06/2021

Hanlon Investment Management, Inc.

West Melbourne, FL
04/2022 → Present

Triad Hybrid Solutions

Norcross, GA
08/2024 → Present

Osaic Wealth, Inc.

West Melbourne, FL

Previous Registrations

2015-12-04 → 2022-10-26

Jotkoff Financial Services, Inc.

Atlanta, GA

W Melbourne, FL

W Melbourne, FL

W Melbourne, FL

Other Businesses

1. JSC NORTH FLORIDA HOLDINGS, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2012 ADDRESS: 1372 Sorento Cir West Melbourne FL 32904 DESCRIPTION: Leasing, maintenance requests, and rent collection 2) JOTKOFF & ASSOCIATES, PA POSITION: CPA NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 06/01/2023 ADDRESS: 2100 meadowlane ave west melbourne FL 32904 DESCRIPTION: Prepare Client Tax Income Returns, Prepare Quarterly Payroll Tax forms for Clients, End of year W-2 and 1099 forms for clients to send to employees and vendors 3. PARR FAMILY INVESTMENTS, LLC POSITION: Member NATURE: LLC Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2022 ADDRESS: 2100 Meadowlane Ave, West Melbourne FL 32904, United States DESCRIPTION: member of LLC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-03-22

S66 Uniform Combined State Law Examination

2015-03-22

Designations

Certified Financial Planner

Other Names

Ryan Phillip Jotkoff

View on SEC IAPD