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Jason Thomas Beckendorf

Osaic Wealth, Inc.

Minneapolis, MN

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-01-19
  • MN RA
    APPROVED
    Since 2024-01-19

Branch Locations

Minneapolis, MN • 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
Fortis Woodbury MN 05/2000 01/2024
Osaic Wealth, Inc. Minneapolis MN 01/2024 Present
  • 05/2000 → 01/2024
    Fortis
    Woodbury, MN
  • 01/2024 → Present
    Minneapolis, MN
Previous Registrations
  • 2014-01-28 → 2024-01-19
    Woodbury Financial Services, Inc.
    Minneapolis, MN
    Eagan, MN
    Brooklyn Park, MN
Other Businesses

1)WOODHILL FINANCIAL; NONINV RELATED; 7500 HIGHWAY 55 #195 GOLDEN VALLEY MN 55427; INS/HEALTH INS; AGENT; 09/01/2002; 4HR/MON; 4HR/MON; SELLING TERM LIFE INS POLICIES/PROVIDING HEALTH INS TO CLIENTS. 2. DOWN SYNDROME FOUNDATION POSITION: BOARD MEMBER NATURE: NON-PROFIT ORGANIZATION FOR DOWN SYDROME FUNDING INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2015 ADDRESS: 17186 DANIEL LANE, EDEN PRAIRIE MN 55346 DESCRIPTION: GIVE OPINIONS ON UPCOMING FUNDRAISING EVENTS 3) BUILDING BLOCKS POSITION: Secretary NATURE: Building Blocks is a Non-Profit Organization that is for well deserved youth and families in North Minneapolis. The website that can contain more information is http://buildingblocksmn.org INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/06/2019 ADDRESS: 750 2nd St NE, Suite 130, Hopkins MN 55343, United States DESCRIPTION: Taking notes for the Board Meetings, and voting on any topics/discussions that may arise 4) INSURANCE LICENSE POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/01/2000 ADDRESS: 2837 Dupont Ave. S. W212, Minneapolis MN 55408, United States DESCRIPTION: Insurance

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-06-30
S63 Uniform Securities Agent State Law Examination 2000-07-10
  • S65 Uniform Investment Adviser Law Examination
    2005-06-30
  • S63 Uniform Securities Agent State Law Examination
    2000-07-10

View on SEC IAPD

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