Bradley Carl Jerome

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

• 04/2008 → 08/2022
  Founders Financial Securities, Llc
  Towson, MD
• 06/2016 → Present
  Legacy Financial Group, Inc.
  Grand Blanc, MI
• 08/2022 → Present
  Royal Alliance
  Okemos, MI

Previous Registrations

• 2010-10-12 → 2022-08-19
  Founders Financial Securities Llc
  Grand Blanc, MI
  Towson, MD
  Grand Blanc, MI
  Grand Blanc, MI
  Grand Blanc, MI
  Grand Blanc, MI
  Grand Blanc, MI

Other Businesses

1. LEGACY FINANCIAL GROUP, INC.; investment-related; 8200 S. Saginaw Street, Suite 300; Grand Blanc MI, 48439; financial planning, life insurance planning and sales; start date 9/1/2009; 10 hrs/month; 8 hrs/month during trading; life insurance needs analysis, taking applications, and placing life insurance. 2. LEGACY INVESTMENT STRATEGIES (LIS); Investment-related; 8200 S. Saginaw Street, Suite 300; Grand Blanc MI, 48439; Asset management arm of advisory business of Legacy Financial Group; President; 6/2018; 40 hours/month; 40 hours/month during trading. Performs asset management for clients with advisory accounts. 3. LEGACY FINANCIAL GROUP INC. POSITION: President NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 173 START DATE: 09/01/2009 ADDRESS: 8200 S. Saginaw St suite 300, Grand Blanc MI 48439, United States DESCRIPTION: Legacy Financial Group Inc. is the name of my firm under which we conduct securities business with all of our clients. 4. LEGACY FINANCIAL GROUP INC. POSITION: President NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 173 START DATE: 09/01/2009 ADDRESS: 4512 South Saginaw Street, Burton MI 48529, United States DESCRIPTION: Legacy Financial Group Inc. is the name of my firm under which we conduct securities business with all of our clients. 5. LEGACY REALESTATE HOLDINGS LLC POSITION: Managing Member NATURE: Buying and Holding Commercial Property which is rented to Legacy Financial Group Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/10/2025 ADDRESS: 9215 Thread River Drive, Goodrich MI 48438, United States DESCRIPTION: Owner of LLC which owns commercial building

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-09-24
• S63 Uniform Securities Agent State Law Examination
  2002-10-23

Other Names

• Bradley C Jerome
• Brad Carl Jerome
• Bradley Carl Jerome