Jason Dean Hahn

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

• 03/2000 → 11/2018
  John Hancock Financial Services
  Ridgeland, MS
• 11/2018 → Present
  Osaic Wealth, Inc.
  Ridgeland, MS

Previous Registrations

• 2016-07-25 → 2018-11-02
  Signator Investors, Inc.
  Ridgeland, MS

Other Businesses

1. SOUTHEASTERNFINANCIAL POSITION: Registered Assistant NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/19/2020 ADDRESS: 774 Avery Blvd N Ste C, Ridgeland MS 39157, United States DESCRIPTION: Registered Assistant to William Randall Keng. Day to day operations of agency scheduling appointments. submitting paperwork, preparing files, etc. 3. JASON D. HAHN POSITION: Self Employed NATURE: Self Employed - Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 106 DOGWOOD HOLW, MADISON MS 39110, United States DESCRIPTION: Provide janitorial service and building maintenance for William R. Keng - Southeastern Financial 4. GEN X FINANCIAL LLC POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2022 ADDRESS: 12575Faraday Lane, Orlando FL 32827, United States DESCRIPTION: Gen X Financial is the LLC that facilitates payroll and benefits for Innovative Financial Group employees.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-24
• S63 Uniform Securities Agent State Law Examination
  2003-06-17