Mary Jacqueline Angbetic Walden

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

• 03/1999 → 11/2017
  National Planning Corporation
  Culver City, CA
• 11/2017 → 09/2023
  Sagepoint Financial, Inc.
  Irvine, CA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Irvine, CA

Previous Registrations

• 2017-11-02 → 2023-09-01
  Osaic Services, Inc.
  Irvine, CA
  Honolulu, HI
  Irvine, CA
• 2004-10-11 → 2017-11-02
  National Planning Corporation
  Irvine, CA
  Irvine, CA
  Irvine, CA

Other Businesses

1) GUIDELINES INTERNATIONAL MINISTRIES POSITION: Board Member NATURE: 501C INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2019 ADDRESS: 26161 Marguerite Parkway, Suite F, Mission Viejo CA 92692, United States DESCRIPTION: - to maintain the legacy of Guidelines International Ministries - to be champion of the organization - to provide input in the direction of the ministry 2) WALDEN WEALTH MANAGEMENT, LLC POSITION: Founder NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/04/2015 ADDRESS: 2082 Michelson Dr, Ste 103, Irvine CA 92612, United States DESCRIPTION: Holistic Financial advice 3) TRILOGY FINANCIAL SERVICES POSITION: Insurance Agent NATURE: Marketing General Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2009 ADDRESS: 2082 Michelson Drive, #103, Ste 103, Irvine CA 92612, United States DESCRIPTION: Provide life insurance for clients 4) JACQUELINE A WALDEN POSITION: Owner NATURE: Owner INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/25/2025 ADDRESS: 11 Espalier Drive, Foothill Ranch CA 92610, United States DESCRIPTION: Owner, working with Property Manager. 5) OPTIMIZED INSURANCE PLANNING POSITION: Producer NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/14/2020 ADDRESS: 9 Vernon St, Framingham MA 01701, United States DESCRIPTION: Provide necessary Long Term Care coverage for my clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-08-04
• S63 Uniform Securities Agent State Law Examination
  1997-09-20

Other Names

• Mary Jacqueline Angbetic Burgos
• Cookie Burgos
• Maryjac Jacqueline Angbetic Burgos
• Maryjacqueline Angbetic Burgos
• Jacqueline A Walden
• Jacqueline Angbetic Walden
• Mary Jacqueline A Walden
• Cookie A Walden