Jeremy Daniel Ditullio

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

• 08/2011 → 01/2025
  Lincoln Financial Advisors
  Westlake, OH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Orange Village, OH

Previous Registrations

• 2011-08-11 → 2025-01-24
  Osaic Fa, Inc.
  Orange Village, OH
  Westlake, OH
  Orange Village, OH
• 2009-07-13 → 2011-08-04
  New England Securities
  Highland Hills, OH
  Westlake, OH
• 2002-09-11 → 2009-06-18
  Ameriprise Financial Services, Llc
  Pepper Pike, OH
  Glastonbury, CT

Other Businesses

1) DITULLIO FINANCIAL PLANNING, LLC 2001 CROCKER ROAD, SUITE 400 WESTLAKE, OH 44145 CATEGORY: LLC INVESTMENT-RELATED: NO TITLE: OWNER DUTIES: ENTITY TO EMPLOY AND FUND OPERATIONS SUPPORT PERSONNEL AND OTHER INCIDENTAL BUSINESS RELATED EXPENSES SUCH RENT, SUPPLIES AND OTHER FACILITIES CHARGES RELATED TO THE OPERATING OF A FINANCIAL PLANNING PRACTICE. THERE ARE NO COMMISSIONS OR FEES THAT ARE PAID DIRECTLY TO THE LLC. START DATE: 02/01/12 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 4 2) JEREMY DITULLIO 2001 CROCKER RD. STE. 400, WESTLAKE, OH 44145 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCT SUCH AS FIXED AND INDEXED ANNUITIES, ACCIDENT, HEALTH, DISABILITY, COMMISSION-BASED GROUP BENEFITS, LIFE SETTLEMENTS, LONG-TERM CARE, PREMIUM FINANCING, AND TRADITIONAL LIFE INSURANCE. START DATE: 8/1/2011 HOURS PER MONTH: 25 HOURS PER MONTH DURING TRADING HOURS: 20 3) CLEVELAND FINANCIAL TAX SERVICES 2001 CROCKER ROAD, SUITE 400 WESTLAKE, OH 44145 CATEGORY: TAX PREPARATION/LLC INVESTMENT-RELATED: NO TITLE: MANAGING DIRECTOR DUTIES: OVERSEE THE DAY-TO-DAY OPERATIONS OF MARKETING, MANAGING AND RETAINING TAX PREPARERS TO SUPPORT THE DELIVERY OF TAX PLANNING IDEAS AND TAX PREPARATION SERVICES. I WILL ON OCCASSION PROVIDE ADVICE AND PERSONALLY PREPARE RETURNS FOR CLIENTS OF CLEVELAND FINANCIAL TAX SERVICES. START DATE: 10/18/2015 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 4 4) FIXED INSURANCE AGENT POSITION: Agent NATURE: Implementing various insurance products as an independent agent through various insurance brokerage firms or directly with an insurance company. Products may include fixed annuities, immediate annuities, term or universal life insurance, disability, long-term care insurance, group health or other elective group benefits. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/26/2025 ADDRESS: 2001 Crocker Rd., Suite 400, Westlake, OH OH 44145, United States DESCRIPTION: Engage clients and assess needs. Evaluate the product marketplace and present competitive solutions to clients. Also service contracts/policies that are implemented.

Exams

• S66 Uniform Combined State Law Examination
  2000-05-16

Designations

• Certified Financial Planner

Other Names

• Jeremy Daniel Ditullio
• Jeremy Daniel Di Tullio