Jodie Lynn Borlaug

Current Employers

Employment History

• 06/2016 → Present
  Sagepoint Financial, Inc
  Rochester, NY
• 09/2023 → Present
  Osaic Wealth, Inc.
  Rochester, NY

Previous Registrations

• 2016-07-12 → 2023-09-01
  Osaic Services, Inc.
  Rochester, NY
  Rochester, NY
  Phoenix, AZ
  Rochester, NY
  Williamsville, NY
• 2013-10-08 → 2016-06-20
  Next Financial Group, Inc.
  Williamsville, NY
  Rochester, NY
  Batavia, NY

Other Businesses

1) FINANCIAL STEWARDS POSITION: Sole Owner NATURE: This LLC is to encompass my Financial Business in the case of an employee lawsuit as well as to indemnify me. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/25/2016 ADDRESS: 130 LINDEN OAKS, SUITE D, Rochester NY 14625, United States DESCRIPTION: Main purpose is to pay expenses and loan on business. 2) JODIE BORLAUG POSITION: MEDICAR E CONSULTANT NATURE: OFFERING PEOPLE MEDICARE SUPPLEMENT AND ADVANTAGEINSURANCE PLANS AND PERSCRIPTION DRUG PLANS OFFERED THROUGH ME THROUGH A VARIETY OF DIFFERENT INSURANCE CARRIERS. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 10/02/2017 ADDRESS: 130 Linden Oaks, Suite D, ROCHESTER NY 14625, United States DESCRIPTION: OFFERING PEOPLE MEDICARE INSURANCE PLANS, SUPPLEMENT PLANS,AND PERSCRIPTION DRUG PLANS OFFERED THROUGH A VARIETY OF INSURANCE CARRIERS. 3) FINANCIAL FREEDOM GROUP POSITION: Representative NATURE: DBA/Marketing Firm name, "Financial Freedom Group." INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/15/2016 ADDRESS: 130 LINDEN OAKS, Suite D, Rochester NY 14625, United States DESCRIPTION: DBA/Marketing Firm name, "Financial Freedom Group." 4) FAITH LED MANAGEMENT LLC POSITION: SOLE OWNER NATURE: LLC-SOLE OWNER INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/26/2024 ADDRESS: 9 KILKENNY COURT, FAIRPORT NY 14450, United States DESCRIPTION: I AM BUYING A BUILDING FOR FINANCIAL FREEDOM GROUP TO RENT AND DO BUSINNESS FROM. 5) GENESIS AGENCY CORP POSITION: Insurance Agent NATURE: Health, Medicare, Life, Disability, and Long Term Care Insurance products. I run payroll through this entity to pay my staff. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2024 ADDRESS: 130 Linden Oaks, Suite D, Rochester NY 14625, United States DESCRIPTION: I help my clients research and purchase insurance products to decrease their risk for their families if they should get hurt, sick or die. I also help them get health insurance products as well. 6) CRUMP POSITION: insurance broker NATURE: Insurance agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2018 ADDRESS: 280 South 400 West Ste. 100, Salt Lake City, UT 84101 UT 84101, United States DESCRIPTION: I use this company to help clients get life insurance and fixed annuities. 7) KAFL INSURANCE RESOURCES POSITION: INSURANCE REP. NATURE: I SUBMIT LIFE, DISABILITY,LONG TERM CARE &ANNUITIES TO THEM FOR PROCESSING ONTO THE INSRANCE CARRIERS. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/07/2019 ADDRESS: 800 LINDEN AVE, ROCHESTER NY 14625, United States DESCRIPTION: WHEN OFFING CLIENTS INSURANCE PRODUCTS I SUBMIT APPLICATIONS TO KAFL TO BE PROCESSED for Corebridge /US life, Ameritas, American National, & Nationwide. 8) JODIE BORLAUG POSITION: AGENT/REPRESENTATIVE NATURE: INSURANCE OFFERED THROUGH SOLE PROPRIETORSHIP WRITTEN UNDER MY OWN NAME. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/15/2006 ADDRESS: 130 ALLENS CREEK RD., ROCHESTER NY 14618, United States DESCRIPTION: AGENT REPRESENTATIVE FOR FIXED ANNUITIES, LIFE & DISABILITY INSURANCE & LONG TERM CARE INSURANCE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-10-01
• S63 Uniform Securities Agent State Law Examination
  2006-11-11