Jessica Lynn Lively

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

• 07/2002 → 04/2021
  Lincoln Financial Advisors
  Chula Vista, CA
• 04/2021 → 02/2025
  Lincoln Financial Advisors
  Hollywood, MD
• 07/2002 → 02/2025
  Lincoln Financial Securities Corp
  Hollywood, MD
• 01/2025 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2024-05-13 → 2025-01-24
  Osaic Fa, Inc.
  Radnor, PA
  Fort Wayne, IN
  Hollywood, MD
  Hartford, CT
• 2023-06-26 → 2024-05-10
  Osaic Fa, Inc.
  Castro Valley, CA
  Lusby, MD
  San Ramon, CA
  Arlington, WA
  Port Hueneme, CA
  Hollywood, MD
  Hartford, CT

Other Businesses

1. ROCKFISH SWIMMING POSITION: Board Member NATURE: Rockfish is a competitive swim team. Its goal is to build competent swimmers and teach lessons beyond excelling in the sport. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2024 ADDRESS: P.O. Box 545, Leonardtown MD 20650, United States DESCRIPTION: I am the President of the Board of Directors. I run the Board and Membership Meetings. I coordinate with the Head Coach on any coach or swimmer issues. I work with the Board to set the swim team schedule, help with our meets, and address any other issues. 2. SHARKS SWIM TEAM INC POSITION: Board Member NATURE: This is a neighborhood summer swim team. Its purpose is to foster in swimmers the benefits of hard work and sacrifice, the traits of good sportsmanship, the value of self-discipline, the seeds and fruits of leadership, and the joy of community spirit. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2024 ADDRESS: 23221 Galloway Place, Hollywood MD 20636, United States DESCRIPTION: I will be the parent representative for our swim team with the Southern Maryland Swim League. This group sets the rules and organizes the local meets for the summer swim clubs. In addition, I will attend our swim team board meetings and assist as needed to help our team be successful.

Exams

• S66 Uniform Combined State Law Examination
  2023-06-22

Other Names

• Jessica Lynn Rosen
• Jessica Lynn Rosen