Scott Edwin Jones

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

• 09/2011 → 10/2016
  Investors Capital Corporation
  Lynnfield, MA
• 10/2016 → 07/2017
  Cetera Advisors Llc
  Denver, CO
• 07/2017 → 07/2020
  Investacorp, Inc.
  Miami, FL
• 07/2017 → 07/2020
  Investacorp Advisory Services
  Miami, FL
• 02/2016 → Present
  Genesis Wealth Advisor Group, Llc
  Mount Laurel, NJ
• 10/2011 → Present
  Jones & Associates Wealth Management
  Mount Laurel, NJ
• 01/2014 → Present
  Jones Wealth Management, Inc
  Mount Laurel, NJ
• 07/2020 → 06/2024
  Securities America, Inc.
  Mount Laurel, NJ
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  Mount Laurel, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Mount Laurel, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Mount Laurel, NJ

Previous Registrations

• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  Mount Laurel, NJ
• 2017-07-28 → 2020-07-17
  Investacorp Advisory Services Inc
  Mount Laurel, NJ
• 2016-10-03 → 2017-07-27
  Cetera Advisors Llc
  Mt. Laurel, NJ
• 2011-09-16 → 2016-10-03
  Investors Capital Corp.
  Lynnfield, MA
  Mt. Laurel, NJ
  Lynnfield, MA
  Lynnfield, MA
• 2002-11-21 → 2011-09-19
  Ameriprise Financial Services, Llc
  Marlton, NJ
  Conshohocken, PA
  Voorhees, NJ

Other Businesses

1. JONES WEALTH MANAGEMENT INC POSITION: President NATURE: Financial Corporation for payroll and revenue processing and expense payments related to advisory and insurance business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2014 ADDRESS: 3000 Atrium Way, Suite 238, Mount Laurel NJ 08054, United States DESCRIPTION: Payroll processing, revenue processing, and expense payments for advisory and insurance business. 2. ODYSSEY SOUND PRODUCTIONS POSITION: Co-Owner NATURE: DBA name ownership of inactive audio production company INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1995 ADDRESS: 42 Edgehill Rd, Gibbsboro NJ 08026, United States DESCRIPTION: Ownership of a DBA name for audio production company in which I was co-owner. The name was never formally dissolved. Company has been inactive and not marketed since 1998. 3. GENESIS WEALTH ADVISOR GROUP, LLC POSITION: Founder & Financial Advisor NATURE: Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/01/2016 ADDRESS: 3000 Atrium Way, Suite 238 & 233, Mount Laurel NJ 08054, United States DESCRIPTION: Marketing of brand name, client acquisition and servicing. Evaluation and placement of fixed insurance products. 4. GENESIS WEALTH ADVISOR GROUP, LLC POSITION: Founder & Financial Advisor NATURE: Advisory Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 11/27/2002 ADDRESS: 3000 Atrium Way, Suite 238, Mount Laurel NJ 08054, United States DESCRIPTION: Acquisition and servicing of clients investment accounts and facilitation of the financial planning process, marketed under the name Genesis Wealth Advisor Group, LLC. 5. MEDICAL REPRESENTATIVE/EXECUTOR/TRUSTEE POSITION: Medical Representative/Executor/Trustee NATURE: Medical Representative/Executor/Trustee INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/28/2005 ADDRESS: 3000 Atrium Way, Suite 238, Mount Laurel NJ 08054, United States DESCRIPTION: Medical Representative in the event of incapacity; Executor in the event of death; Trustee in the event any beneficiaries are under the age of 25. All items noted are in relation to my mother, Deborah Jones. 6. DBA - Genesis Wealth Advisor Group, LLC 7. GENESIS WEALTH ADVISOR GROUP, LLC POSITION: Founder & Financial Advisor NATURE: This is my DBA for DBA for my securities activities for client that I am servicing. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 11/27/2002 ADDRESS: 525 ROUTE 73 N, Suite 104, Marlton NJ 08053, United States DESCRIPTION: Servicing of clients investment accounts and facilitation of the financial planning process, under the DBA name Genesis Wealth Advisor Group, LLC.

Exams

• S66 Uniform Combined State Law Examination
  2002-10-28