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James Jesus-Martinez Hayes

Osaic Wealth, Inc.

Alamo, CA

Tucson, AZ

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-01-24
CA RA APPROVED 2025-01-24
TX RA APPROVED_RES 2025-01-24
  • AZ RA
    APPROVED
    Since 2025-01-24
  • CA RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED_RES
    Since 2025-01-24

Branch Locations

3201 Danville Boulevard Suite 190, Alamo, CA 94507 • United States

Tucson, AZ • 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
Fleet Feet Pleasant Hill Pleasant Hill CA 12/2016 01/2017
Lincoln Financial Advisors Alamo CA 02/2015 01/2025
Osaic Wealth, Inc. Tucson AZ 01/2025 Present
  • 12/2016 → 01/2017
    Fleet Feet Pleasant Hill
    Pleasant Hill, CA
  • 02/2015 → 01/2025
    Lincoln Financial Advisors
    Alamo, CA
  • 01/2025 → Present
    Tucson, AZ
Previous Registrations
  • 2015-06-04 → 2025-01-24
    Osaic Fa, Inc.
    San Ramon, CA
    Alamo, CA
    San Ramon, CA
    Tucson, AZ
Other Businesses

1) SPECTRUM WEALTH PARTNERS 3201 DANVILLE BOULEVARD, SUITE 190 ALAMO, CA 94507 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: SELLING ACCIDENT & HEALTH INSURANCE, DISABILITY INSURANCE, FIXED AND EQUITY INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 5/2015 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 120 2) JAMES HAYES/TRAILBLAZER WEALTH, 3201 DANVILLE BLVD., SUITE 190, ALAMO, CA CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER ACCIDENT & HEALTH INSURANCE, DISABILITY INSURANCE, FIXED AND EQUITY INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 5/2015 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 120 3) WALDRON PARTNERS, LLC POSITION: Operations Manager NATURE: I act as a financial planner, operations manager, and planning specialist for Waldron Partners, LLC which is an entity that pays a salary for the role that I for our clients and our book of business of which Osaic Wealth is our broker dealer. INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 180 START DATE: 01/01/2022 ADDRESS: 3201 Danville Blvd, Alamo CA 94507, United States DESCRIPTION: Financial planner for select clients in the book of business. Operations manager across the entire practice and planning specialist across the entire practice.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-01
  • S66 Uniform Combined State Law Examination
    2015-06-01
Other Names
  • James Jesus Hayes

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