Jay E Nissley

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

• 12/2004 → 05/2023
  Ohio National Financial Services
  Cincinnati, OH
• 01/2005 → 05/2023
  The O.N. Equity Sales Company
  Cincinnati, OH
• 05/2023 → 08/2023
  Royal Alliance Associates, Inc.
  Manheim, PA
• 08/2023 → Present
  Osaic Wealth, Inc
  Manheim, PA

Previous Registrations

• 2010-06-01 → 2023-05-11
  On Investment Management Co
  Manheim, PA
  Cincinnati, OH

Other Businesses

1) ENCORE INC. DBA ENCORE FINANCIAL GROUP POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/15/2005 ADDRESS: 1854 Newport Road, Manheim PA 17545, United States DESCRIPTION: Sell and service investment accounts for my clients. 2) ENCORE FINANCIAL GROUP - AGENCY POSITION: Insurance Agent NATURE: Corporation LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 12/13/2013 ADDRESS: 1854 Newport Road, Manheim PA 17545, United States DESCRIPTION: Sell LIFE, Health, Fixed Annuities ,LTC and Medicare Products, Disability? 3) ENCORE FINANCIAL INSURANCE LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/12/2023 ADDRESS: 1854 Newport Road, Manheim PA 17545, United States DESCRIPTION: I set this LLC up to have my commission paid into it 4) WHITE OAK DAM POSITION: owner NATURE: studies of WETLANDS for restoration. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/16/2004 ADDRESS: 1854 Newport Road, Manheim PA 17545, United States DESCRIPTION: Work with wetland consultants on what type of wetland restoration project would be best suited for the my mothers land 5) SAVAGE AND ASSOCIATES INSURANCE POSITION: Insurance Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/04/2024 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Life Insurance Sales and Service 6) J EDWARD NISSLEY POSITION: Agent NATURE: Servicing and selling securities and Insurance. As a Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/1992 ADDRESS: 1854 Newport Road, Manheim PA 17545, United States DESCRIPTION: Servicing and selling securties and Insurance

Exams

• S66 Uniform Combined State Law Examination
  2010-05-24
• S63 Uniform Securities Agent State Law Examination
  1998-04-24

Other Names

• J Edward Nissley