Jennifer L Johnson

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

• 03/2016 → 09/2018
  Woodbury Financial Services Inc
  Lincoln, NE
• 10/2018 → 09/2019
  Ameritas Investment Corp
  Lincoln, NE
• 09/2019 → 10/2020
  Ifp Securities, Llc
  Tampa, FL
• 09/2019 → 10/2020
  Independent Financial Partners
  Tampa, FL
• 10/2020 → 06/2022
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2020 → 06/2022
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 06/2022 → Present
  Woodbury Financial Services Inc
  Oakdale, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2022-06-20 → 2024-01-19
  Woodbury Financial Services, Inc.
  Clearwater, FL
  Oakdale, MN
• 2020-10-22 → 2022-06-10
  Cambridge Investment Research Advisors, Inc.
  Clearwater, FL
  Mechanicsburg, PA
• 2019-10-16 → 2020-10-14
  Independent Financial Partners
  Tampa, FL
• 2016-03-03 → 2018-09-21
  Woodbury Financial Services, Inc.
  Lincoln, NE
• 2014-06-27 → 2016-01-29
  Smith Hayes Advisers Inc
  Lincoln, NE
• 2013-04-16 → 2014-06-23
  Ameritas Investment Company, Llc
  Lincoln, NE
• 2009-06-01 → 2013-01-30
  Morgan Stanley
  West Des Moines, IA
  Cedar Rapids, IA
  Lincoln, NE
  Lincoln, NE
• 2008-04-11 → 2009-06-01
  Morgan Stanley & Co. Llc
  West Des Moines, IA
  Cedar Rapids, IA
  West Des Moines, IA
  Lincoln, NE

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 10/29/20

Exams

• S66 Uniform Combined State Law Examination
  2008-04-04
• S63 Uniform Securities Agent State Law Examination
  2003-02-27

Other Names

• Jennifer Lynn Johnson