Jess Foster Carkner

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

• 07/2014 → 11/2020
  Kms Financial Services, Inc.
  Seattle, WA
• 11/2020 → 06/2024
  Securities America, Inc.
  Ben Lomond, CA
• 11/2020 → 06/2024
  Securities America Advisors, Inc.
  Ben Lomond, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Ben Lomond, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Ben Lomond, CA

Previous Registrations

• 2020-11-06 → 2024-06-14
  Securities America Advisors, Inc.
  Ben Lomond, CA
• 2014-07-25 → 2020-11-06
  Kms Financial Services, Inc.
  Seattle, WA
  Ben Lomond, CA
  Seattle, WA
• 2013-02-19 → 2014-08-13
  Lpl Financial Llc
  Oak Harbor, WA
• 2007-01-10 → 2013-02-20
  Edward Jones
  Burlington, WA
  Burlington, WA
  St Louis, MO
  Mt Vernon, WA

Other Businesses

***17133 PETERSON ROAD POSITION: owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2014 ADDRESS: 17133 Peterson Road, Burlington WA 98233 DESCRIPTION: My wife and I own this house in Burlington WA. We rent it out through a Landlord service based in Mount Vernon WA ***BEN LOMOND FIRE DISTRICT POSITION: Firefighter NATURE: Ben Lomond Fire District Volunteer Firefighter INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/15/2014 ADDRESS: 9430 Hwy 9, Ben Lomond CA 95005 DESCRIPTION: I am a volunteer firefighter. I attend weekly training every Tuesday evening. I also respond from my home to the fire station for duty when called by pager or my smartphone-based fire response app.

Exams

• S66 Uniform Combined State Law Examination
  2006-12-28