Jeffrey Steven Nome

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

• 09/2013 → Present
  Lincoln Financial Advisors
  Fort Wayne, IN
• 01/2025 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2013-09-20 → 2025-01-24
  Osaic Fa, Inc.
  Fort Wayne, IN
  Fort Wayne, IN
  Fort Wayne, IN
• 2012-10-01 → 2013-09-04
  J.P. Morgan Securities Llc
  Fort Wayne, IN
• 2005-07-06 → 2012-10-01
  Chase Investment Services Corp.
  Fort Wayne, IN
  Fort Wayne, IN
  Fort Wayne, IN
  Fort Wayne, IN
  Fort Wayne, IN
  Fort Wayne, IN
  Fort Wayne, IN
  Fort Wayne, IN
  Fort Wayne, IN
• 2003-10-17 → 2005-07-06
  Banc One Securities Corporation
  Ft. Wayne , IN
• 2003-05-05 → 2003-10-21
  Ameriprise Financial Services, Llc
  Tinley Park, IL

Exams

• S66 Uniform Combined State Law Examination
  2003-05-02