Amy Louise Jones

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

• 06/2011 → 01/2024
  Woodbury Financial Services, Inc.
  Alpharetta, GA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Cumming, GA

Previous Registrations

• 2024-01-19 → 2024-09-24
  Osaic Wealth, Inc.
  Cumming, GA
• 2011-06-23 → 2024-01-19
  Woodbury Financial Services, Inc.
  Cumming, GA
• 2008-11-25 → 2011-06-22
  Equitable Advisors, Llc
  Alpharetta, GA
  Alpharetta, GA
  Atlanta, GA
• 2007-06-15 → 2008-12-03
  Woodbury Financial Services, Inc.
  Alpharette, GA
  Canton, GA

Other Businesses

1. PEP RALLY SHOP POSITION: Designer NATURE: Sole Proprietorship Sell University of Georgia game day t-shirts, hats, bracelets, etc. on Etsy INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 2 START DATE: 11/12/2025 ADDRESS: 6090 Polo Drive, Cummings GA 30040, United States DESCRIPTION: design UGA products to sell on Etsy

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-05-21
• S63 Uniform Securities Agent State Law Examination
  2004-05-14

Other Names

• Amy Louise Moore