Jeffery Lee Martin

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2024-06-14

NE RA
APPROVED

Since 2024-06-14

Branch Locations

Bellevue, NE • United States

15 Spring Lane, Barrington, IL 60010 • 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

Organization	City	State	From	To
Securities America Inc	La Vista	NE	06/2012	06/2024
Securities America Advisors	La Vista	NE	05/2021	06/2024
Osaic Wealth, Inc.	Jersey City	NJ	06/2024	Present
Osaic Wealth, Inc.	Jersey City	NJ	06/2024	Present

06/2012 → 06/2024

Securities America Inc

La Vista, NE
05/2021 → 06/2024

Securities America Advisors

La Vista, NE
06/2024 → Present

Osaic Wealth, Inc.

Jersey City, NJ
06/2024 → Present

Osaic Wealth, Inc.

Jersey City, NJ

Previous Registrations

2021-05-26 → 2024-06-14

Securities America Advisors, Inc.

La Vista, NE

Other Businesses

***YOUTH BASKETBALL COACH POSITION: Head Coach NATURE: BELLEVUE WEST JR. T-BIRDS/BASKETBALL COACH--HEAD COACH INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 11/10/2016 ADDRESS: 3218 Wilhleminia Dr., Bellevue NE 68123 DESCRIPTION: I coach local youth athletes in basketball for a high school youth program.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-05-19
S63	Uniform Securities Agent State Law Examination	2011-11-17

S66 Uniform Combined State Law Examination

2021-05-19
S63 Uniform Securities Agent State Law Examination

2011-11-17

Other Names

Jeffrey Lee Martin

View on SEC IAPD