Jared Wade Merchant

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

• 07/2010 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 07/2010 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Alma, MI
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Alma, MI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Alma, MI

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Alma, MI
• 2010-08-03 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  Alma, MI
• 2010-06-11 → 2010-08-16
  New England Securities
  Southfield, MI
  Alma, MI
  Southfield, MI

Other Businesses

1. DOEHRING SCHULTZ FINANCIAL POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 03/12/2019 ADDRESS: 3975 W Monroe Rd, Alma MI 48801, United States DESCRIPTION: Sales and management of mutual funds, annuities, life/disability/LTC, employee benefits. 2. JARED MERCHANT - FARM POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 5122 W Buchanan Rd, Ithaca MI 48847, United States DESCRIPTION: Manage 120 acres of Family Farm that is leased for cash crop farming 3. MERCHANT FINANCIAL SERVICES POSITION: Owner NATURE: Sole Proprietorship- Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 08/03/2010 ADDRESS: 3975 W Monroe Rd, Alma MI 48801, United States DESCRIPTION: Sales of fixed annuities, disability, health, employee benefits along with securities and advisory services. 4. GRAIOT INTEGRATED HEALTH NETWORK POSITION: Board Member NATURE: Community Mental Health INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/10/2014 ADDRESS: 6089 Wright Ave, Alma MI 48801, United States DESCRIPTION: Review monthly board material, attend monthly meeting. 5. K&M PROPERTY HOLDINGS LLC POSITION: Partner NATURE: Rental Property- Office Space INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 3975 W Monroe Rd, Alma MI 48801, United States DESCRIPTION: Light Accounting 6. K&M INSURANCE HOLDINGS LLC POSITION: Owner/Principal NATURE: LLC dba Doehring Schultz Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2016 ADDRESS: 3975 W Monroe Rd, Alma MI 48801, United States DESCRIPTION: Manage 15 employees, Accounting/Payroll, Recruiting/Hiring. 7. ITHACA PUBLIC SCHOOLS BOARD OF EDUCATION POSITION: Trustee NATURE: Public School INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2020 ADDRESS: 710 North Union Street, Ithaca MI 48847, United States DESCRIPTION: developing and approving the school'smission, strategic goals and objectives, and establishing policies related to programs and services along with approving annual budget

Exams

• S66 Uniform Combined State Law Examination
  2002-07-15

Designations

• Certified Financial Planner