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Jennifer Mary Keck

Osaic Wealth, Inc.

Mishawaka, IN

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2022-05-16
MI RA APPROVED 2019-07-30
TX RA APPROVED 2019-07-30
  • IN RA
    APPROVED
    Since 2022-05-16
  • MI RA
    APPROVED
    Since 2019-07-30
  • TX RA
    APPROVED
    Since 2019-07-30

Branch Locations

3740 Edison Lakes Parkway, Mishawaka, IN 46545 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Signator / John Hancock Boston MA 10/2005 11/2018
Osaic Wealth, Inc. Mishawaka IN 11/2018 Present
  • 10/2005 → 11/2018
    Signator / John Hancock
    Boston, MA
  • 11/2018 → Present
    Mishawaka, IN
Previous Registrations
  • 2005-10-26 → 2018-11-02
    Signator Investors, Inc.
    Mishawaka, IN
    Mishawaka, IN
  • 2004-07-30 → 2005-10-07
    Osaic Fa, Inc.
    Mishawaka, IN
Other Businesses

1. REDBUD FINANCIAL SOLUTIONS POSITION: President NATURE: S Corp for tax purposes, start 11/2017, approx. 4 hours monthly, 0 trading hours INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2017 ADDRESS: 12826 N Redbud, Buchanan MI 49107, United States DESCRIPTION: Accounting of business ledger 2. INSURANCE BROKERAGE ALL LINES POSITION: agent NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/07/2019 ADDRESS: 3900 Edison Lakes Parkway, Suite 120, Mishawaka IN 46545, United States DESCRIPTION: Life, Health, Fixed Annuities, Disability, Long Term Care. 3. CLARITY FINANCIAL PARTNERS POSITION: investment advisor representative NATURE: s corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2018 ADDRESS: 3900 edison lakes parkway, mishawaka IN 46545, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products" 4. MUDD KECK PROPERTY HOLDINGS INC POSITION: Co-Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2024 ADDRESS: 3740 Edison Lakes Parkway, MISHAWAKA IN 46545, United States DESCRIPTION: LLC exists solely to own the office building own at 3740 Edison Lakes Parkway, Mishawaka IN

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-07-29
  • S66 Uniform Combined State Law Examination
    2004-07-29
Designations
Other Names
  • Jennifer Mary Urgonski
  • Jennifer Mary Keck
  • Jennifer Mary Urgonski

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