Jason Christopher Shanty

Current Employers

Employment History

• 09/2007 → 01/2025
  Lincoln Financial Advisors Corp
  Lutherville, MD
• 01/2025 → Present
  Osaic Wealth, Inc.
  Towson, MD

Previous Registrations

• 2021-02-08 → 2025-01-24
  Osaic Fa, Inc.
  Lutherville, MD
  San Ramon, CA
  Towson, MD
  King Of Prussia, PA

Other Businesses

1) JOSHUA SHANTY 901 DULANEY VALLEY ROAD , SUITE 300 TOWSON, MD 21204 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS FIXED ANNUITIES, INDEXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE. START DATE: 02/01/2020 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 2) RSS FINANCIAL SERVICES 901 DULANEY VALLEY ROAD SUITE 300 TOWSON MD CATEGORY: LEGAL ENTITY/LLC INVESTMENT RELATED: NO TITLE: PARTNER DUTIES: ENTITY CREATED TO PAY BUSINESS EXPENSES START DATE: 01/2007 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 4 3)SEQUOIA FINANCIAL ADVISORS, LLC 901 DULANEY VALLEY ROAD STE 300 TOWSON MD CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: ENTITY CREATED TO PAY BUSINESS EXPENSES START DATE: 08/2020 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5

Exams

• S66 Uniform Combined State Law Examination
  2021-02-05