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Jarrod Cody Mckee

Osaic Wealth, Inc.

Wabash, IN

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-11-08
IN RA APPROVED 2018-11-02
  • TX RA
    APPROVED_RES
    Since 2025-11-08
  • IN RA
    APPROVED
    Since 2018-11-02

Branch Locations

1205 N. Cass Street, Wabash, IN 46992-0259 • 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
Investment Center At Crossroads Bank Wabash IN 07/2010 Present
Vertex Pharmaceuticals Caregiver Advisory Boston MA 08/2014 Present
Signator Investors, Inc. Wabash IN 05/2016 11/2018
Osaic Wealth, Inc. Wabash IN 11/2018 Present
  • 07/2010 → Present
    Investment Center At Crossroads Bank
    Wabash, IN
  • 08/2014 → Present
    Vertex Pharmaceuticals Caregiver Advisory
    Boston, MA
  • 05/2016 → 11/2018
    Signator Investors, Inc.
    Wabash, IN
  • 11/2018 → Present
    Wabash, IN
Previous Registrations
  • 2016-05-13 → 2018-11-02
    Signator Investors, Inc.
    Greenville, OH
    Wabash, IN
    Syracuse, IN
    Columbia City, IN
    Syracuse, IN
    South Whitley, IN
    North Manchester, IN
    South Whitley, IN
    Peru, IN
    North Manchester, IN
  • 2011-10-12 → 2016-05-13
    Greenville, OH
    Wabash, IN
Other Businesses

1. INSURANCE SALES/ INVESTMENT CENTER AT CROSSROADS BANK POSITION: Independent Insurance Sales NATURE: Fixed insurance sales and service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2010 ADDRESS: 1205 N. Cass ST., Wabash IN 46992, United States DESCRIPTION: Sales of Insurance products. 2. VERTEX PHARMACEUTICALS CAREGIVER ADVISORY BOARD POSITION: Volunteer NATURE: Advisory Board INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2014 ADDRESS: 50 Northern Ave., Boston MA 02210, United States DESCRIPTION: Volunteer to provide feedback as it obtains to caring for a child with Cystic Fibrosis. 3. COACH POSITION: coach NATURE: school INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 189 W. Market St., Wabash IN 46992, United States DESCRIPTION: Coaching youth basketball 4. INVESTMENT CENTER AT CROSSROADS BANK POSITION: IAR, President NATURE: Investment Advisory Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 07/05/2010 ADDRESS: 1205 N. Cass St., Wabash IN 46992, United States DESCRIPTION: Investment Advisor Rep.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-10-07
S63 Uniform Securities Agent State Law Examination 2010-11-04
  • S65 Uniform Investment Adviser Law Examination
    2011-10-07
  • S63 Uniform Securities Agent State Law Examination
    2010-11-04
Other Names
  • Jarrod C Mckee

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