Brett Jackson

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

• 07/2015 → 08/2017
  Royal Alliance
  Ann Arbor, MI
• 07/2015 → 08/2017
  Rehmann Financial
  Lansing, MI
• 01/2017 → 08/2017
  Rehmann Financial Network, Llc
  Lansing, MI
• 08/2017 → 04/2021
  Sigma Financial Corporation
  Ann Arbor, MI
• 08/2017 → 04/2021
  Spc
  Ann Arbor, MI
• 08/2017 → 04/2021
  Parkland Securities
  Ann Arbor, MI
• 04/2021 → 11/2022
  Lpl Financial Llc
  Superior Twp, MI
• 11/2022 → 04/2025
  Pnc Investments Llc
  Plymouth, MI
• 05/2025 → Present
  Osaic Wealth, Inc
  Carmel, IN

Previous Registrations

• 2022-12-09 → 2025-04-30
  Pnc Wealth Management Llc
  Ypsilanti, MI
  Cleveland, OH
  Plymouth, MI
• 2021-04-28 → 2022-12-08
  Lpl Financial Llc
  Superior Twp, MI
  Fort Mill, SC
  Superior Twp, MI
• 2017-08-28 → 2021-04-16
  Spc
  Ann Arbor, MI
• 2015-07-31 → 2017-08-29
  Rehmann Wealth
  Ann Arbor, MI
  Lansing, MI
• 2012-02-01 → 2015-07-10
  Spc
  Ann Arbor, MI
  Ann Arbor, MI

Other Businesses

1. MARKET SHARE INC. POSITION: Senior Regulatory Analyst NATURE: S-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/01/2025 ADDRESS: 11611 N. Meridian St., Suite 300, Carmel IN 46032, United States DESCRIPTION: Assist Financial Professionals under OSJ Branch Office with Compliance and Regulatory requirements.

Exams

• S66 Uniform Combined State Law Examination
  2012-01-30

Designations

• Certified Financial Planner

Other Names

• Brett Alan Jackson