Joy Adams Gorney

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

• 12/2005 → 11/2023
  Fsc Securities Corporation
  Atlanta, GA
• 11/2006 → 11/2023
  Fsc Securities Corporation
  Atlanta, GA
• 11/2023 → Present
  Osaic Wealth, Inc.
  Marietta, GA

Previous Registrations

• 2006-11-08 → 2023-11-03
  Fsc Securities Corporation
  Milton, GA
  Alpharetta, GA
  Atlanta, GA
  Milton, GA
  Marietta, GA
  Pasadena, MD
• 2007-08-27 → 2013-01-25
  Coordinated Capital Corporation
  Atlanta, GA

Other Businesses

1. GEORGIA ASSOCIATION FOR WOMEN LAWYERS, MEMBER 2. JOY & BRIAN GORNEY - RENTAL INCOME POSITION: Other - Not a business; we own the house personally NATURE: We own a single family house that we rent for income. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2013 ADDRESS: 4076 Longview Drive, Chamblee GA 30341, United States DESCRIPTION: I assist my husband in tracking income and expenses of the property and help maintain the property. 3. JOY A. GORNEY DBA JAG FINANCIAL, INC. POSITION: Insurance and Investment Advisor DBA as JAG Financial, Inc. NATURE: I am an investment advisor and insurance agent/broker; however my d.b.a name is JAG Financial, Inc. a corporation. I am also the president of the corporation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 07/26/2012 ADDRESS: 4651 Newell Dr., Marietta GA 30062, United States DESCRIPTION: Financial Planner, Investment Advisor representative under Corporate RIA, as well as Insurance broker 4. JOY A. GORNEY - INSURANCE POSITION: Insurance Advisor NATURE: I am a licensed insurance agent. INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 6 START DATE: 07/26/2012 ADDRESS: 4651 Newell Drive, Marietta GA 30062, United States DESCRIPTION: Prospect for and sell life, disability, long term care insurance to individuals and families. Also prospect and sell group benefits (medical, dental, vision, life, disability, long term care) to employers and firms. 5. JOY A. GORNEY DBA JAG FINANCIAL, INC. POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 07/26/2012 ADDRESS: 4651Newell Dr, Marietta GA 30062, United States DESCRIPTION: I help my clients with financial planning and wealth management. I also help my clients with their insurance needs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-10-10
• S63 Uniform Securities Agent State Law Examination
  1998-10-29

Designations

• Certified Financial Planner

Other Names

• Joy Adams
• Joy Deanne Adams
• Joy Deanne Gorney