Janine Diane Stubbs

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

• 02/2009 → 06/2025
  Valic Financial Advisors
  Tampa, FL
• 12/2022 → Present
  Agia
  Houston, TX
• 06/2025 → Present
  Osaic Wealth Inc
  Tampa, FL

Previous Registrations

• 2009-02-12 → 2025-07-02
  Valic Financial Advisors, Inc.
  Boca Raton, FL
  Tampa, FL
  Tampa, FL
  Tampa, FL
• 2008-11-14 → 2009-01-22
  Equitable Advisors, Llc
  Tampa, FL

Other Businesses

1. VACATION RENTAL POSITION: Co-Owner NATURE: Co-Ownership (50/50) of a vacation rental, which is managed by outside property managers, Anna Maria Vacations. This property is owned 50/50 by me and Scott Fitzgerald, who is not a securities client of mine. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/23/2014 ADDRESS: 4504 Gulf Dr Holmes Beach FL 34217 DESCRIPTION: My duties include occasional communication with the property managers, Anna Maria Vacations, to approve maintenance tasks and to purchase any items they feel is needed to maintain/rent the home. 2. JANINE D. STUBBS INSURANCE POSITION: Insurance Producer NATURE: Sole Proprietorship/Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/16/2025 ADDRESS: 7315 S Morton St, Tampa FL 33616, United States DESCRIPTION: Duties include determining a client's general needs through financial planning, then researching and providing annuity & insurance solutions as needed.

Exams

• S66 Uniform Combined State Law Examination
  2008-11-10

Designations

• Certified Financial Planner