Jennifer Lynn Dugan

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

• 09/2015 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2015-09-18 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
• 2015-09-18 → 2019-12-06
  Woodbury Financial Services, Inc.
  Phoenix, AZ
  Oakdale, MN
• 2015-09-17 → 2019-12-06
  Fsc Securities Corporation
  Phoenix, AZ
  Atlanta, GA
• 2015-09-17 → 2019-12-06
  Osaic Wealth, Inc.
  Phoenix, AZ
  Scottsdale, AZ
• 2016-02-10 → 2016-04-29
  Valic Financial Advisors, Inc.
  Phoenix, AZ
  Houston, TX
• 2011-08-30 → 2015-09-10
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ

Other Businesses

PHOENIX CENTER FOR THE ARTS POSITION: Instructor NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 09/14/2022 ADDRESS: 1202 N 3rd Street, Phoenix AZ 85004, United States DESCRIPTION: Instructor for glass fusing classes for students with intermediate to advanced skills to learn different techniques.

Exams

• S66 Uniform Combined State Law Examination
  2011-08-15

Other Names

• Jen Swoish
• Jennifer Swoish
• Jenna Swoish
• Jennifer Lynn Swoish
• Jennifer Lynn Swoish
• Jennifer Lynn Molinaro