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Inactive

James Brent Ostrander

Savant Wealth Management

Satellite Beach, FL

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-03-10
  • FL RA
    APPROVED
    Since 2024-03-10

Branch Locations

1300 Highway A1A Suite 103, Satellite Beach, FL 32937 • United States

190 Buckley Drive, Rockford, IL 61107 • 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
Seacoast National Bank Melbourne FL 04/2016 06/2017
Invest Financial Corp. Tampa FL 04/2016 06/2017
Savant Wealth Management Rockford IL 01/2024 Present
Firstwave Financial Satellite Beach FL 06/2017 12/2023
  • 04/2016 → 06/2017
    Seacoast National Bank
    Melbourne, FL
  • 04/2016 → 06/2017
    Invest Financial Corp.
    Tampa, FL
  • 01/2024 → Present
    Savant Wealth Management
    Rockford, IL
  • 06/2017 → 12/2023
    Firstwave Financial
    Satellite Beach, FL
Previous Registrations
  • 2017-07-18 → 2024-07-01
    Firstwave Financial
    Satellite Beach, FL
  • 2016-04-06 → 2017-06-12
    Invest Financial Corporation
    Melbourne, FL
    Melbourne, FL
    Viera, FL
    Stuart, FL
    Melbourne, FL
  • 2013-01-14 → 2016-04-13
    Investacorp Advisory Services Inc
    Melbourne, FL
    Melbourne, FL
    Melbourne, FL
  • 2009-09-10 → 2013-01-04
    Invest Financial Corporation
    Melbourne, FL
  • 2007-10-02 → 2009-09-10
    Uvest Financial Services Group, Inc.
    Indian Harbour Beach, FL
  • 2005-10-14 → 2007-10-03
    Banc Of America Investment Services, Inc.
    Chapel Hill, NC
    Chapel Hill, NC
    Raleigh, NC
  • 2004-11-09 → 2005-08-31
    Kemp Financial Management, Llc
    Placentia, CA
  • 2004-11-10 → 2005-08-25
    Sentra Securities Corporation
    Placentia, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-07-28
S63 Uniform Securities Agent State Law Examination 2003-01-03
  • S65 Uniform Investment Adviser Law Examination
    2004-07-28
  • S63 Uniform Securities Agent State Law Examination
    2003-01-03
Other Names
  • Jamie Ostrander

View on SEC IAPD

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Other Offices

EDWARD JONES · SATELLITE BEACH, FL
J. W. COLE ADVISORS, INC. · Satellite Beach, FL
FIRST COMMAND ADVISORY SERVICES · Indian Harbour Beach, FL
EPPES WEALTH MANAGEMENT · SATELLITE BEACH, FL
ANTARES CAPITAL CORPORATION · MERRITT ISLAND, FL
KREHBIEL FINANCIAL LLC · SATELLITE BEACH, FL
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EDWARD JONES · INDIAN HARBOUR BEACH, FL

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