Jeffrey Allen Scheider

Current Employers

Employment History

• 09/2009 → 08/2019
  Lpl Financial Llc
  South Barrington, IL
• 01/2015 → 08/2019
  Sequoia Wealth Management
  South Barrington, IL
• 08/2019 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2019 → 09/2024
  Triad Hybrid Solutions
  Norcross, GA
• 08/2024 → 11/2024
  Osaic Wealth, Inc.
  South Barrington, IL
• 11/2024 → Present
  Private Client Services
  South Barrington, IL
• 11/2024 → Present
  Vestgen Advisors, Llc
  South Barrington, IL

Previous Registrations

• 2019-08-30 → 2024-11-21
  Osaic Advisory Services, Llc
  South Barrington, IL
  Atlanta, GA
• 2009-09-24 → 2019-09-18
  Lpl Financial Llc
  South Barrington, IL
• 2004-04-27 → 2009-10-13
  Associated Planners Investment Advisory Inc
  South Barrington, IL

Other Businesses

1) Non-Variable Annuities & Insurance Prodcuts. 1 Executive Court, Suite #5, South Barrington, IL 60010. Identifying insurance needs and products that fit those needs, applications and servicing of the annuity and insurance products. 5 hrs/mo; 5 during trading hrs. Investment related. 2) VestGen Advisors, LLC. 1605 West Colonial Parkway, Inverness, IL 60067. RIA. Investment Strategist. 120 hrs/mo; 120 during trading hrs.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-25
• S63 Uniform Securities Agent State Law Examination
  1997-07-25

Designations

Other Names

• Jeffrey A Scheider