Jennifer Foster

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 08/1999 → 03/2021
  U.S. Bancorp Investments, Inc.
  Boise, ID
• 03/2021 → 03/2024
  Ameriprise Financial Services, Llc
  Meridian, ID
• 03/2024 → 06/2024
  Securities America, Inc.
  Meridian, ID
• 06/2024 → 11/2025
  Osaic Wealth, Inc.
  Meridian, ID
• 11/2025 → Present
  Osaic Institutions, Inc.
  Meridian, ID
• 11/2025 → Present
  Osaic Advisory Services Llc
  Meridian, ID

Previous Registrations

• 2024-03-15 → 2025-11-10
  Pfg Advisors
  Meridian, ID
• 2021-03-31 → 2024-03-21
  Ameriprise Financial Services, Llc
  Meridian, ID
• 2006-03-07 → 2021-04-15
  U.S. Bancorp Investments, Inc.
  Meridian, ID
  Eagle, ID
  Boise, ID
  Emmett, ID
  Emmett, ID
  Eagle, ID
  Boise, ID
  Boise, ID
  Boise, ID
  Boise, ID
  Boise, ID
  Cambridge, ID
  Caldwell, ID
  Boise, ID
  Vale, OR
  Boise, ID
  Boise, ID
  Boise, ID
  Boise, ID
  Boise, ID
  Nampa, ID
  Meridian, ID
  Nampa, ID
  Nampa, ID
  Kuna, ID
  Meridian, ID
  Meridian, ID
  Boise, ID
  Ontario, OR
  Council, ID
  Boise, ID
  Mccall, ID
  Homedale, ID
  Marsing, ID
  Nyssa, OR
  Boise, ID
  Payette, ID
  Boise, ID
  Boise, ID
  Parma, ID
  Boise, ID
  Boise, ID
  Boise, ID
  Boise, ID
  Boise, ID
  Boise, ID
  Boise, ID
  Boise, ID
  Boise, ID
  Boise, ID
  Boise, ID
  Boise, ID
  Boise, ID
  Idaho Falls, ID
  Malad City, ID
  Montpelier, ID
  Boise, ID
  Boise, ID
  Boise, ID
  Idaho Falls, ID
  Idaho Falls, ID
  Blackfoot, ID
  Pocatello, ID
  Rigby, ID
  Boise, ID
  Boise, ID
  Boise, ID
  Preston, ID
  Soda Springs, ID
  Boise, ID
  American Falls, ID
  Pocatello, ID
  Rexburg, ID
  Shelley, ID
  Soda Springs, ID
  Malad City, ID
  Boise, ID
  Boise, ID
  Pocatello, ID
  Pocatello, ID
  Mountain Home, ID
  Boise, ID
  Preston, ID
  Glenns Ferry, ID
  Blackfoot, ID
  Montpelier, ID
  American Falls, ID

Other Businesses

1.)***IDAHO CENTRAL WEALTH MANAGEMENT - DBA ***IDAHO CENTRAL CREDIT UNION POSITION: Financial Advisor NATURE: Credit Union INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/31/2021 ADDRESS: P.O. Box 2496, Pocatello ID 83206 DESCRIPTION: Financial Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-03-06
• S63 Uniform Securities Agent State Law Examination
  2001-02-21

Other Names

• Jennifer Monique Smith
• Jenni Foster
• Jennifer Monique Foster