Jodie Shtabsky

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

• 03/2017 → 11/2018
  Sii
  Scottsdale, AZ
• 08/2016 → 03/2017
  Unemployed
  Phoenix, AZ
• 11/2018 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Other Businesses

1. CORBIN FINANCIAL POSITION: Registered Assistant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 03/06/2017 ADDRESS: 14415 N 73rd Street #111, Scottsdale AZ 85260, United States DESCRIPTION: All administrative duties in the office, addressing any client issues or questions that arise, all clerical processes for opening and maintaining client accounts, scheduling. I am a Registered Assistant. 2. CORBIN GROUP BENEFITS POSITION: Registered Assistant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 03/01/2017 ADDRESS: 14415 N 73rd St #111, Scottsdale AZ 85260, United States DESCRIPTION: Client and office management

Exams

• S66 Uniform Combined State Law Examination
  2017-10-19
• S63 Uniform Securities Agent State Law Examination
  1999-08-13

Designations

• Certified Financial Planner

Other Names

• Jodie Michelle Shtabsky