Jack Donald Butler

Current Employers

Employment History

• 06/2011 → 09/2023
  Sagepoint Financial
  Medina, OH
• 09/2023 → Present
  Osaic Wealth, Inc.
  Beachwood, OH

Previous Registrations

• 2011-06-22 → 2023-09-01
  Osaic Services, Inc.
  Phoenix, AZ
  Beachwood, OH
• 2003-11-12 → 2011-06-21
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2001-10-11 → 2003-11-19
  Vestax Securities Corporation
  Middleburg Heights, OH

Other Businesses

1) JACK D. BUTLER FINANCIAL AGENCY, INC. POSITION: President NATURE: S-Corporation. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/01/2002 ADDRESS: 6576 Torington Dr., Medina OH 44256, United States DESCRIPTION: Manage payroll and expenses 2) JACK BUTLER POSITION: Other - President NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/01/2000 ADDRESS: 25550 Chagrin Blvd., Suite 220, Beachwood OH 44122, United States DESCRIPTION: Offer fixed insurance products. 3) ATTORNEY POSITION: Of Counsel NATURE: Independent Contractor INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 11/08/2021 ADDRESS: 55 S. Miller Rd., Suite 203, Akron OH 44333, United States DESCRIPTION: Find clients for legal services, primarily in the area of estate planning. 4) JACK BUTLER - INDIVIDUAL POSITION: Board Member NATURE: Non-Profit 501(c)3 INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2024 ADDRESS: PO Box 74, Spencer OH 44275, United States DESCRIPTION: Serve as a board member and advise the organization on operational issues. The position does not involve securities, investments, investment advice, or access to funds. 5). LARIMAR CONDOMINIUM OWNER'S ASSOCIATION POSITION: Vice President NATURE: Home Owner's Association INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2025 ADDRESS: 116 Larimar Dr., Willowick OH 44095, United States DESCRIPTION: As Vice President, I am to be ready to assist the President with the execution of their duties. The position DOES NOT have anything to do with the handling of assets, money or fund raising.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-16
• S63 Uniform Securities Agent State Law Examination
  2000-02-17