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Jared Luke Tims

Osaic Wealth, Inc.

Tyler, TX

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-01-24
TX RA APPROVED 2025-01-24
  • LA RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED
    Since 2025-01-24

Branch Locations

7925 S. Broadway Avenue Building 11, Suite 1166, Tyler, TX 75703 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Securities Corporation Tyler TX 04/2010 01/2025
Osaic Wealth, Inc. Tyler TX 01/2025 Present
  • 04/2010 → 01/2025
    Lincoln Financial Securities Corporation
    Tyler, TX
  • 01/2025 → Present
    Tyler, TX
Previous Registrations
  • 2010-04-06 → 2025-01-24
    Osaic Fs, Inc.
    Shreveport, LA
    Tyler, TX
  • 2008-11-04 → 2010-03-31
    Ruston, LA
  • 2008-09-11 → 2008-12-04
    Uvest Financial Services Group, Inc.
    Minden, LA
    Shreveport, LA
Other Businesses

1) METRIC HOLDINGS, LLC, 1620 HWY. 531 MINDEN, LA 71055 CATEGORY: REAL ESTATE MANAGEMENT, RENTALS, OR DEVELOPMENT INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: PROVIDING MANAGEMENT/ADMINISTRATIVE FUNCTIONS FOR FAMILY LLC HOLDING COMMERCIAL RENTAL PROPERTY. START DATE: 10/27/10 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 5 2) JARED LUKE TIMS 7925 S. BROADWAY AVE BUILDING 11, STE. 1166 TYLER, TX 75703 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT/SOLE PROPRIETOR DUTIES: OFFERING ACCIDENT AND HEALTH, LONG TERM CARE, AND TRADITIONAL LIFE INSURANCE. STARTED 04/06/2010 WORKING 10 HPM 5 DURING TRADING HOURS 3) JARED TIMS 7925 S. BROADWAY AVE BUILDING 11, STE. 1166 TYLER, TX 75703 CATEGORY: INSURANCE/LIFE SETTLEMENTS INVESTMENT RELATED: YES TITLE: AGENT DUTIES: ASSIST AND ACT AS AGENT IN FIXED LIFE SETTLEMENT TRANSACTIONS. START DATE: 6/15/2021 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2 4) JARED TIMS, TYLER, TX CATEGORY: REAL ESTATE RENTAL INVESTMENT RELATED: YES TITLE: OWNER DUTIES: MAINTAIN AND COLLECT RENT ON RENTAL PROPERTY START DATE: 3/2023 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 1 5) J. LUKE TIMS POSITION: Chairman of Finance Committee NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 1607 Troup Hwy, Tyler TX 75701, United States DESCRIPTION: I serve on the Finance Committee for our church and was appointed to be the chairman of that committee. We approve budget items, requests for funds, and department expenses that are above certain thresholds. I also report the general income statement and balance sheet numbers to the church quarterly. 6) JARED LUKE TIMS(PAPER OBA SUBMISSION) POSITION: Agent NATURE: Sale of life, health, and LTC insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/01/2010 ADDRESS: 7925 S Broadway Ave, Ste. 1166, Tyler TX 75703, United States DESCRIPTION: Solicitation and sale of life, health, and LTC insurance. 7) LUKE TIMS POSITION: Owner NATURE: Occasionally buy and sell things (collectables) though social media groups of things like Facebook marketplace. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/14/2026 ADDRESS: 6709 Hollytree Cir, Tyler TX 75703, United States DESCRIPTION: Occasionally have transactions through Facebook marketplace where I might buy or sell items. Very similar to how people would have a garage sell, but this is just the occasional items of some worth either I want and would purchase, or I no longer want and would sell.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-12-10
  • S66 Uniform Combined State Law Examination
    2008-12-10
Other Names
  • Luke Tims
  • J Luke Tims

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