Juanita White Stephens

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 09/2023
  Sagepoint Financial
  Cedar Park, TX
• 09/2023 → Present
  Osaic Wealth, Inc.
  Round Rock, TX

Previous Registrations

• 2014-08-01 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
  Round Rock, TX
• 2014-07-15 → 2014-07-17
  Pruco Securities, Llc.
  Houston, TX
  Austin, TX
• 2013-09-11 → 2014-06-04
  Osaic Services, Inc.
  Scottsdale, AZ
  Cedar Park, TX
• 2011-05-26 → 2013-10-03
  Lpl Financial Llc
  Austin, TX
• 2010-06-14 → 2011-05-23
  Choice Advisory Group, Inc.
  Austin, TX

Other Businesses

1) INVESTMENT ADVISORY SERVICES THROUGH CORPORATE RIA. 2) JUANITA STEPHENS POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 05/09/2017 ADDRESS: 1000 Gattis School Road, Suite 910, Round Rock TX 78664, United States DESCRIPTION: Life insurance, health insurance and medicare advantage plans for clients. 3) NITAS HEALING BALM POSITION: Co-owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 03/02/2025 ADDRESS: 1000 Gattis School Road, Ste 910, Round Rock TX 78664, United States DESCRIPTION: create the cream using organic, natural ingredients and bottle it. it is marketed online by a third party and my team fulfills the orders. 4) JSTEPHENSWEALTHMANAGEMENT POSITION: Owner/Wealth Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2014 ADDRESS: 1000 Gattis School Road, Ste 910, Round Rock TX 78664, United States DESCRIPTION: This is an entity for the purposes of taxes, payroll and expenses. 5) HABER WEALTH MANAGEMENT POSITION: Wealth Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 06/01/2026 ADDRESS: 1000 Gattis School Road, Ste 910, Round Rock TX 78664, United States DESCRIPTION: This is an entity for the purposes of taxes, payroll and expenses.

Exams

• S66 Uniform Combined State Law Examination
  2010-06-06
• S63 Uniform Securities Agent State Law Examination
  2004-11-30

Other Names

• Juanita White
• Juanita White Lindley