Jessica Parrella

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

• 09/2007 → Present
  Worcester State College
  Worcester, MA
• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Windham, NH

Previous Registrations

• 2016-10-31 → 2023-09-01
  Osaic Services, Inc.
  Worchester, MA
  Windham, NH

Other Businesses

1. SCOTT ADVISORY GROUP; ADVISOR NATURE: INSURANCE SALES INVESTMENT RELATED: YES NUMBER OF HOURS: 20 INVESTMENT RELATED HOURS: 20 START DATE: 05/01/2009; 550 COCHITUATE RD, SUITE 25, FRAMINGHAM MA 01701-0000; SALE OF INSURANCE AND VARIABLE ANNUITY PRODUCTS/FIXED ANNUITIES 2. SCOTT ADVISORY GROUP POSITION: AGENT; NATURE: INSURANCE SALES; INVESTMENT RELATED: YES; NUMBER OF HOURS: 10; SECURITIES TRADING HOURS: 10; START DATE: 06/01/2015; ADDRESS: 550 COCHITUATE RD, SUITE 25, FRAMINGHAM MA 01701; DESCRIPTION: IN CONJUNCTION WITH FINANCIAL ADVISING, I SOLICIT SALE OF INSURANCE PRODUCTS WHEN SUITABLE FOR THE CLIENT. 3. SCOTT ADVISORY GROUP POSITION: OWNER/FINANCIAL ADVISOR NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 06/01/2018 ADDRESS: 47 Enterprise Drive, Suite 107, Windham, NH 03087 DESCRIPTION: Retirement and Financial Planning

Exams

• S66 Uniform Combined State Law Examination
  2016-07-19
• S63 Uniform Securities Agent State Law Examination
  2008-07-30

Other Names

• Jessica Scott