Jeffrey Marko

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2016 → 08/2019
  Betcher Financial
  Sterling Heights, MI
• 07/2016 → 08/2018
  Ohio National Financial Services
  Cincinnati, OH
• 08/2016 → 08/2018
  The O.N. Equity Sales Company
  Cincinnati, OH
• 08/2018 → 08/2019
  Securities America, Inc.
  Sterling Heights, MI
• 08/2018 → 08/2019
  Securities America Advisors
  Sterling Heights, MI
• 08/2019 → 01/2021
  Royal Alliance
  Troy, MI
• 01/2021 → 01/2026
  Ameriprise Financial Services, Llc.
  Troy, MI
• 01/2026 → Present
  Osaic Wealth Inc
  Clay, MI

Previous Registrations

• 2021-01-04 → 2026-01-29
  Ameriprise Financial Services, Llc
  Auburn Hills, MI
  Clay, MI
• 2019-08-30 → 2021-01-07
  Osaic Wealth, Inc.
  Troy, MI
• 2018-08-14 → 2019-09-03
  Securities America Advisors, Inc.
  Sterling Heights, MI
• 2016-09-22 → 2018-08-15
  On Investment Management Co
  Sterling Height, MI

Other Businesses

NEXTWAVE FINANCIAL LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/09/2026 ADDRESS: 7776 Farnsworth Drive, Clay MI 48001, United States DESCRIPTION: Review and advise on financial needs and goals for clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-16
• S63 Uniform Securities Agent State Law Examination
  2011-12-08

Designations

• Certified Financial Planner

Other Names

• Jeffrey Marko
• Jeffrey Steven Marko