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Jason Michael Hallmark

Osaic Wealth, Inc.

Beavercreek, OH

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-06-14
  • OH RA
    APPROVED
    Since 2024-06-14

Branch Locations

4031 Colonel Glenn Hwy, Ste 151, Beavercreek, OH 45431 • 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
Northwestern Mutual Life Insurance Company Milwaukee WI 04/2008 12/2018
Northwestern Mutual Investment Services Llc Beavercreek OH 07/2008 12/2018
Northwestern Mutual Wealth Management Company Milwaukee WI 01/2016 12/2018
Securities America, Inc. Xenia OH 12/2018 06/2024
Securities America Advisors Xenia OH 12/2018 06/2024
Osaic Wealth, Inc. Beavercreek OH 06/2024 Present
Osaic Wealth, Inc. Beavercreek OH 06/2024 Present
  • 04/2008 → 12/2018
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 07/2008 → 12/2018
    Beavercreek, OH
  • 01/2016 → 12/2018
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 12/2018 → 06/2024
    Securities America, Inc.
    Xenia, OH
  • 12/2018 → 06/2024
    Securities America Advisors
    Xenia, OH
  • 06/2024 → Present
    Beavercreek, OH
  • 06/2024 → Present
    Beavercreek, OH
Previous Registrations
Other Businesses

**Jason Hallmark Position: I create the art Nature: Art/photography Investment Related: No Hours: 20 Securities Trading Hours: 0 Start Date: 11/01/2017 Address: 4031 Colonel Glenn Hwy, STE 151, Beavercreek, OH **Insurance Sales Position: Sales Nature: Outside insurance sales Investment Related: No Hours: 5 Securities Trading Hours: 5 Start Date: 05/01/2008 Address: 4031 Colonel Glenn Hwy, STE 151, Beavercreek, OH **SAA Position: Advisory Nature: Advisory Investment Related: Yes Hours: 100 Securities Trading Hours: 100 Start Date: 12/21/2018 Address: 4031 Colonel Glenn Hwy, STE 151, Beavercreek, OH **J.M. Hallmark and Associates - DBA **JASON M HALLMARK POSITION: Sales NATURE: Legal services plan sales - Legal Shield INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/09/2020 ADDRESS: 4031 Colonel Glenn Blvd, Suite 151, Beavercreek OH 45431 DESCRIPTION: Sales. Note: I am aware that I cannot recruit people to sell underneath me in this program. **ZEUSY PROPERTIES LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 11/17/2022 ADDRESS: 2628 Greystoke Court, Xenia OH 45385 DESCRIPTION: Buy property. Rent it out. Cash checks. **FLYER TIGER PROPERTIES LLC POSITION: Owner NATURE: Rental real estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/23/2023 ADDRESS: 2628 Greystoke Court, Xenia OH 45385 DESCRIPTION: Investment related, in the sense that this is will hold properties that we are incorporating into our personal investment portfolio. But it is not securities related, per se.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-05-21
S63 Uniform Securities Agent State Law Examination 2008-10-03
  • S65 Uniform Investment Adviser Law Examination
    2012-05-21
  • S63 Uniform Securities Agent State Law Examination
    2008-10-03
Designations

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