Jacob Aaron Schmidt

Current Employers

Employment History

• 01/2015 → Present
  Osaic Wealth, Inc.
  Fort Wayne, IN

Previous Registrations

• 2013-05-15 → 2015-01-05
  Osaic Fa, Inc.
  Fort Wayne, IN
  Denver, CO

Other Businesses

1) JACOB SCHMIDT POSITION: Insurance Broker NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2015 ADDRESS: 6920 Pointe Inverness Way, Suite 170, Fort Wayne IN 46804, United States DESCRIPTION: Sell insurance products as implementation of a financial plan. 2) FINANCIAL PLANNING SERVICES POSITION: Financial Advisor NATURE: Sole Propietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 350 SECURITIES TRADING HOURS: 350 START DATE: 01/01/2015 ADDRESS: 6920 Pointe Inverness Way, Suite 170, Fort Wayne IN 46804, United States DESCRIPTION: - Meet with individuals, households, and small business owners to address their financial advising needs answering questions ranging from risk management, to investment planning, to more comprehensive issues such as education, retirement, and estate planning.- Manage client services by handling account transactions, trading, and asset movement.- Open accounts and submit life insurance applications.- Make recommendations to clients.- Create and recommend comprehensive financial planning solutions.

Exams

• S66 Uniform Combined State Law Examination
  2013-05-13

Designations

Other Names

• Jacob A Schmidt