Jack Kaewpalug

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

• 06/1993 → 01/2025
  Lincoln Financial Advisors Corporation
  Santa Ana, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Irvine, CA

Previous Registrations

• 1997-09-08 → 2025-01-24
  Osaic Fa, Inc.
  Irvine, CA
  Irvine, CA

Other Businesses

NAME AND ADDRESS: JACK KAEWPALUG/18400 VON KARMAN AVENUE #400 IRVINE CALIFORNIA 92612 CATEGORY: FIXED INSURANCE INVESTMENT-RELATED: YES TITLE:AGENT DUTIES: OFFERING DISABILITY INSURANCE, FIXED ANNNUITIES, LONG TERM CARE INSURANCE, HEALTH INSURANCE, AND TRADITIONAL LIFE INSURANCE START DATE:01/01/2009 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS:5 FORM BR UPDATE:YES

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-08-04

Designations

• Certified Financial Planner