Best Investors Account Sign in
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-09-26
FL RA APPROVED 2024-01-19
LA RA APPROVED 2024-01-19
  • TX RA
    APPROVED_RES
    Since 2024-09-26
  • FL RA
    APPROVED
    Since 2024-01-19
  • LA RA
    APPROVED
    Since 2024-01-19

Branch Locations

New Orleans, LA • United States

4050 B Lonesome Rd, Mandeville, LA 70448 • 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
OrganizationCityStateFromTo
Capital One Investing, Llc Mandeville LA 01/2015 07/2018
Capital One Advisors, Llc Mandeville LA 01/2015 07/2018
Woodbury Financial Services, Inc. Slidell LA 07/2018 01/2024
Woodbury Financial Services, Inc. Slidell LA 07/2018 Present
Osaic Wealth, Inc. Mandeville LA 01/2024 Present
  • 01/2015 → 07/2018
    Capital One Investing, Llc
    Mandeville, LA
  • 01/2015 → 07/2018
    Capital One Advisors, Llc
    Mandeville, LA
  • 07/2018 → 01/2024
    Woodbury Financial Services, Inc.
    Slidell, LA
  • 07/2018 → Present
    Woodbury Financial Services, Inc.
    Slidell, LA
  • 01/2024 → Present
    Mandeville, LA
Previous Registrations
  • 2018-07-11 → 2024-01-19
    Woodbury Financial Services, Inc.
    Mandeville, LA
  • 2015-01-28 → 2018-07-11
    Capital One Advisors, Llc
    Mandeville, LA
    Mclean, VA
  • 2014-07-28 → 2015-01-28
    Capital One Financial Advisors Llc
    Melville, NY
  • 2014-01-21 → 2014-07-21
    Gretna, LA
  • 2013-07-03 → 2014-01-21
    Cetera Investment Services Llc
    Gretna, LA
    Hoover, AL
Other Businesses

1. Jason Mead Group LLC. 635 Webster St New Orleans, Louisiana 70118. Nature of Business: Wealth Management. Position/Title/Relationship with other Business: Partner. Start Date with other Business: 07/13/2018. Briefly describe duties relating to other Business: Financial Advisor. Not currently an active OBA. 2. JASON MEAD GROUP, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/16/2018 ADDRESS: 1040 Lonesome Rd, Suite B, Mandeville LA 70448, United States DESCRIPTION: Manage my office and can possibly write life insurance through it 3. RIVER TOWER WEALTH MANAGEMENT, LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/16/2018 ADDRESS: 3300 West Esplanade suite 608, Metairie LA 70002, United States DESCRIPTION: attend periodic shareholder meetings

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-05-14
S63 Uniform Securities Agent State Law Examination 2000-09-21
  • S66 Uniform Combined State Law Examination
    2013-05-14
  • S63 Uniform Securities Agent State Law Examination
    2000-09-21

View on SEC IAPD

More in New Orleans, LA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor