Jennifer B Thorne

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 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

• 02/2012 → 11/2016
  Wells Fargo Advisors Llc
  Pepper Pike, OH
• 11/2016 → 07/2019
  Wells Fargo Clearing Services, Llc
  Pepper Pike, OH
• 07/2019 → 05/2022
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2019 → 05/2022
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 10/2022 → Present
  Beacon Financial Group
  Aurora, OH
• 05/2022 → Present
  Armor Mortage
  Stow, OH
• 02/2026 → Present
  Osaic Advisory Services
  Scottsdale, AZ

Previous Registrations

• 2022-10-10 → 2026-03-27
  Beacon Financial Group, Inc.
  Aurora, OH
• 2019-07-02 → 2022-05-27
  Cambridge Investment Research Advisors, Inc.
  Beachwood, OH
• 2012-03-22 → 2019-07-10
  Wells Fargo Clearing Services, Llc
  Pepper Pike, OH
• 1999-08-13 → 2010-07-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pepper Pike, OH
  Pepper Pike, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-11-10
• S63 Uniform Securities Agent State Law Examination
  1997-08-07

Other Names

• Jennifer B Thorne
• Jennifer Barrie Clemens
• Jennifer Berrie Clemen-Thorne
• Jennifer Barrie Thorne
• Jennifer Thorne