Jeremy Jonathan Oliver

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:

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2024-01-19
TX	RA	APPROVED_RES	2024-01-19
WA	RA	APPROVED	2024-01-19

MN RA
APPROVED

Since 2024-01-19
TX RA
APPROVED_RES

Since 2024-01-19
WA RA
APPROVED

Since 2024-01-19

Branch Locations

Rosemount, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Woodbury Financial Services, Inc.	Woodbury	MN	03/2002	01/2024
Osaic Wealth, Inc.	Rosemount	MN	01/2024	Present

03/2002 → 01/2024

Woodbury Financial Services, Inc.

Woodbury, MN
01/2024 → Present

Osaic Wealth, Inc.

Rosemount, MN

Previous Registrations

2014-01-28 → 2024-01-19

Woodbury Financial Services, Inc.

Rosemount, MN

Eagan, MN

Other Businesses

1. JEREMY OLIVER POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 10/22/2008 ADDRESS: 14795 Boise Circle, Rosemount MN 55068, United States DESCRIPTION: I provide fixed insurance products (Life Insurance, Long Term Care) to clients

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-11-01
S63	Uniform Securities Agent State Law Examination	1996-07-23

S65 Uniform Investment Adviser Law Examination

1999-11-01
S63 Uniform Securities Agent State Law Examination

1996-07-23

Other Names

Jeremy Oliver

View on SEC IAPD