Jessica Peck Donnerstein

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

• 03/2004 → 11/2023
  Fsc Securities Corporation
  Phoenix, AZ
• 11/2023 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2007-01-23 → 2023-11-03
  Fsc Securities Corporation
  Scottsdale, AZ
  Phoenix, AZ
  Phoenix, AZ
  Scottsdale, AZ
  Scottsdale, AZ
• 2004-05-27 → 2006-12-05
  Aegis Financial Group, Inc.
  Phoenix, AZ
• 2003-12-02 → 2004-04-08
  Mony Securities Corporation
  Phoenix, AZ
• 2003-01-03 → 2003-12-02
  Trusted Securities Advisors Corp.
  Phoenix, AZ

Other Businesses

1) OSAIC CORPORATE RIA, INVESTMENT RELATED, 4430 N CIVIC CENTER PLAZA SUITE 101 SCOTTSDALE AZ 85251, INVESTMENT ADVISOR, START DATE: 04-01-2004, 160 HRS. PER MONTH, 160 HRS. DURING TRADING HOURS, PROVIDE INVESTMENT ADVICE AND FINANCIAL PLANNING FOR A FEE 2) JESSICA PECK DONNERSTEIN (INSURANCE SERVICES) POSITION: Owner NATURE: LLC filing as a Sub-S Corporation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2001 ADDRESS: 4300 N. Miller Rd., Ste. 130, Scottsdale AZ 85251, United States DESCRIPTION: Procuring life, health and disability insurances on an as-needed basis for existing clients. 3) DONNPECK LLC POSITION: Member NATURE: LLC filing as a partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 83 SECURITIES TRADING HOURS: 83 START DATE: 06/02/2021 ADDRESS: 4430 N. Civic Center Plaza, Suite 101, Scottsdale AZ 85251, United States DESCRIPTION: DonnPeck LLC was formed in the State of Arizona in 2021 to facilitate the purchase and administration of a joint venture between Jessica Peck Donnerstein and Ryan A. Peck to acquire financial planning practices from other entities. Revenue for this LLC are received as compensation directly from Osaic commissions and, to a lesser degree, insurance commissions. Business expenses are paid and profits are distributed directly to Jessica's 3GenWealth LLC in Arizona and Ryan's 3GenWealth LLC in Kansas. 4) 3GENWEALTH POSITION: Owner NATURE: LLC Filing as an Sub-S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/18/2012 ADDRESS: 4300 N. Miller Rd., Ste. 130, Scottsdale AZ 85251, United States DESCRIPTION: All services pertaining to securities, advisory, insurance, etc. are marketed through 3GenWealth. Active management and advice within advisory or fee-based accounts using third party money managers as well as the Wealth Manager Platform.

Exams

• S66 Uniform Combined State Law Examination
  2003-01-03
• S63 Uniform Securities Agent State Law Examination
  2001-09-06

Designations

• Certified Financial Planner

Other Names

• Jessica Leigh Peck
• Jessica Leigh Peck
• Jessica Leigh Donnerstein