Jason Craig Sherwood

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → Present
  Infinex Investments, Inc.
  Meriden, CT
• 10/2020 → Present
  Southern Bank And Trust
  Kill Devil Hills, NC

Previous Registrations

• 2011-07-11 → 2014-12-16
  Edward Jones
  Manteo, NC
  Chesapeake, VA
  Manteo, NC
  Manteo, NC
  St Louis, MO
  Kitty Hawk, NC

Other Businesses

1.)VIRGINIA INSURANCE AGENCY SOLUTIONS INC., 2901 S LYNNHAVEN RD., VIRGINIA BEACH, VA 23452. INSURANCE PRODUCER. 2.) Southern Bank. Yes, investment related. Started Jan 2024. Financial Advisor Referral Program. 1% increase in grid payout if meet referral goal. Refer business to Southern Bank partners.

Exams

• S66 Uniform Combined State Law Examination
  2011-05-13