Jacob Kane Ogle

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2024-01-19
TX	RA	APPROVED	2024-01-19

OK RA
APPROVED

Since 2024-01-19
TX RA
APPROVED

Since 2024-01-19

Branch Locations

5600 N May Avenue Suite 190, Oklahoma City, OK 73112 • United States

Oklahoma City, OK • 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
Waddell & Reed, Inc	Edmond	OK	11/2015	01/2019
Various Insurance Carriers For W & R Insurance Agencies	Oklahoma City	OK	06/2016	01/2019
Woodbury Financial Services Inc	Oklahoma City	OK	03/2019	01/2024
Osaic Wealth, Inc.	Oklahoma City	OK	01/2024	Present

11/2015 → 01/2019

Waddell & Reed, Inc

Edmond, OK
06/2016 → 01/2019

Various Insurance Carriers For W & R Insurance Agencies

Oklahoma City, OK
03/2019 → 01/2024

Woodbury Financial Services Inc

Oklahoma City, OK
01/2024 → Present

Osaic Wealth, Inc.

Oklahoma City, OK

Previous Registrations

2019-03-22 → 2024-01-19

Woodbury Financial Services, Inc.

Oklahoma City, OK

Oklahoma City, OK

Torrance, CA
2016-02-25 → 2019-01-18

Waddell & Reed

Edmond, OK

Other Businesses

1) OGLE WEALTH MANAGEMENT, LLC POSITION: Member NATURE: LLC: S-Corp (single member LLC) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/02/2021 ADDRESS: 321 N Oklahoma Ave. APT 501, Oklahoma City OK 73104, United States DESCRIPTION: Solely administrative duties for tax purposes.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-02-25

S66 Uniform Combined State Law Examination

2016-02-25

Other Names

Jacob K Ogle
Kane Ogle

View on SEC IAPD