Jonathan Neil Perry

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

• 01/2006 → Present
  Campbell University
  Buies Creek, NC
• 06/2012 → 01/2025
  Lincoln Financial Securities Corporation
  Wendell, NC
• 01/2025 → Present
  Osaic Wealth, Inc.
  Wendell, NC

Previous Registrations

• 2012-07-09 → 2025-01-24
  Osaic Fs, Inc.
  Wendell, NC
  Raleigh, NC
• 2004-05-06 → 2005-06-08
  Bb&T Investment Services, Inc.
  Charlotte, NC

Other Businesses

1)JONATHAN PERRY, 4000 WESTCHASE BOULEVARD, SUITE 300, RALEIGH, NC 27607. CATEGORY: INSURANCE. INVESTMENT-RELATED: YES. TITLE: AGENT. DUTIES: OFFERS ACCIDENT/HEALTH INSURANCE, DISABILITY INSURANCE, FIXED/INDEXED ANNUITIES AND TRADITIONAL LIFE INSURANCE PRODUCTS. START DATE: 05/2012. HOURS PER MONTH: 80. HOURS PER MONTH DURING TRADING HOURS: 80. 2)PERRY PLANNING GROUP, 4000 WESTCHASE BOULEVARD, SUITE 300, RALEIGH, NC 27607 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT-OWNER DUTIES: OFFERING ACCIDENT/HEALTH INSURANCE, DISABILITY INSURANCE, LONG-TERM CARE INSURANCE, FIXED/INDEXED ANNUITIES AND TRADITIONAL LIFE INSURANCE. START DATE: 8/2012 HOURS PER MONTH: 100 HOURS PER MONTH DURING TRADING HOURS: 100 3) JONATHAN NEIL PERRY - PAPER OBA SUBMISSION BOY SCOUTS) POSITION: Board Member and Asst Scoutmaster NATURE: Boy Scouts of America Occoneechee Council Board Member and Troop 515 Assistant Scoutmaster. All of these positions are unpaid and philanthropic in nature. The Board position meets once a month and I dial in those via teleconference to meetings that last one hour. The Assistant Scoutmaster position meets once a week outside of work hours for 1.5 hours per week. We go camping once a month and that does not interfere with the work week. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2014 ADDRESS: 3231 Atlantic Ave, Raleigh NC 27604, United States DESCRIPTION: See above description in number 13.

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-06-20
• S66 Uniform Combined State Law Examination
  2004-05-05

Designations

• Certified Financial Planner