Jeffrey Alan Browne

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

• 10/1995 → Present
  American Plastic Industries
  Chattanooga, TN
• 07/2007 → 11/2023
  Fsc Securities Corporation
  Dalton, GA
• 11/2023 → Present
  Osaic Wealth, Inc.
  Dalton, GA

Previous Registrations

• 2007-07-30 → 2023-11-03
  Fsc Securities Corporation
  Dalton, GA
• 2002-06-26 → 2007-08-03
  Equitable Advisors, Llc
  Dalton, GA
  Dalton, GA

Other Businesses

1) JEFFREY BROWNE POSITION: owner NATURE: Home rental, Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2023 ADDRESS: 129 Ridgetree Ln NE, Marietta GA 30068, United States DESCRIPTION: Receive and deposit rental checks monthly 2) JEFFREY A BROWNE-INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 06/02/1998 ADDRESS: 118 West King St., Dalton GA 30720, United States DESCRIPTION: quote insurance if clients ask for quotes, or discuss their insurance needs and educate clients on policies they may have or are thinking they may need.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-15
• S63 Uniform Securities Agent State Law Examination
  1998-05-08

Designations

• Certified Financial Planner