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Jason Tyrone Summers

Osaic Wealth, Inc.

Albia, IA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2023-09-01
  • IA RA
    APPROVED
    Since 2023-09-01

Branch Locations

13 Benton Avenue East, Albia, IA 52531 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Johnson Insurance Sales Corp Albia IA 11/1996 Present
Kiic Radio Albia IA 11/2008 Present
Monroe County Hospital Albia IA 07/2010 Present
Sagepoint Financial Albia IA 12/2011 09/2023
Osaic Wealth, Inc. Albia IA 09/2023 Present
  • 11/1996 → Present
    Johnson Insurance Sales Corp
    Albia, IA
  • 11/2008 → Present
    Kiic Radio
    Albia, IA
  • 07/2010 → Present
    Monroe County Hospital
    Albia, IA
  • 12/2011 → 09/2023
    Sagepoint Financial
    Albia, IA
  • 09/2023 → Present
    Albia, IA
Previous Registrations
  • 2011-12-08 → 2023-09-01
    Osaic Services, Inc.
    Scottsdale, AZ
    Albia, IA
  • 2000-07-12 → 2002-12-31
    The Masters, Inc.
    Overland Pk, KS
Other Businesses

1) SPORTS RADIO BROADCASTER FOR KIIC RADIO APPROX 10HRS A WEEK. INSURANCE SALES 40 HOURS A WEEK. PERSONAL, LIFE, HEALTH AND FIXED ANNUITIES, BUSINESS INSURANCE. BOARD OF DIRECTORS FOR MONROE COUNTY HOSPTIAL 2) Monroe County Hospital and Clinics; Non-profit board member; 5 hours per month, not during securities trading hours; 01/01/2010 start date; Approve and review policies and procedures and oversight of operations. 3)KYOU FOX POSITION: anchor/broadcaster NATURE: TV Station INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2016 ADDRESS: 802 West 2nd Street, Ottumwa IA 52501, United States DESCRIPTION: anchor TV News and broadcast sporting events. 4) Johnson Insurance Sales Corp. dba Summers Insurance; Position Owner; Nature Corporation; Investment Related Yes; # of Hours 160 ; # of Security Hours 160; Start Date 12/03/2011; Address 13 BENTON AVENUE EASTALBIA, IA, 52531; Description Occassional Newspaper Radio sponsorships 5) JOHNSON INSURANCE SALES CORP. DBA SUMMERS INSURANCE POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/1996 ADDRESS: 13 Benton Avenue East PO Box 608 Albia, IA 52531, Albia IA 52531, United States DESCRIPTION: Insurance sales

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-06-28
S63 Uniform Securities Agent State Law Examination 2000-03-31
  • S66 Uniform Combined State Law Examination
    2000-06-28
  • S63 Uniform Securities Agent State Law Examination
    2000-03-31

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