Jennifer Lynn Wallis

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

• 07/2014 → 08/2023
  Retirement Investment Advisors, Inc.
  Oklahoma City, OK
• 09/2023 → 03/2025
  Citizens Bank Of Edmond
  Edmond, OK
• 08/2025 → Present
  Osaic Wealth, Inc.
  Oklahoma City, OK
• 03/2025 → 08/2025
  Unemployed
  Edmond, OK

Previous Registrations

• 2015-12-22 → 2023-09-15
  Retirement Investment Advisors Inc
  Oklahoma City, OK

Other Businesses

1. BETTER BUSINESS BUREAU OF CENTRAL OK POSITION: Board member NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/15/2026 ADDRESS: 17 S. Dewey Ave., Oklahoma City OK 73102, United States DESCRIPTION: I serve on the board of the Better Business Bureau. I attend board meetings and occasional events hosted by the BBB. 2. COMMUNITY POLICING BOARD POSITION: Board member NATURE: City board INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2026 ADDRESS: 22 E. Main, Edmond OK 73034, United States DESCRIPTION: I serve on the Community Policing Board, which bridges the community needs to the Edmond Police Department. 3. OKLAHOMA COUNCIL ON ECONOMIC EDUCATION POSITION: Executive Board Member NATURE: Non-Profit Board INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2015 ADDRESS: 100 N University Drive, Edmonds OK 73034 DESCRIPTION: I serve on a non-profit board and act as the Invest in Girls Chair, a program that teaches basic financial education to high school girls. 4. DOLLARS & SENSE WITH JEN POSITION: Educator NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 07/29/2025 ADDRESS: 1930 S. Bryant, Ste. C, Edmond OK 73013, United States DESCRIPTION: I share scam awareness and financial education (not investment advice) through speaking engagements. I cover red flags to watch for, common scams, how to talk to someone who is bring scammed, and how to protect loved one. I do not give investment advice during any of this education. I do not currently charge for these classes but would like the option to do so in the future.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-12-22

Other Names

• Jennifer Lynn Oravetz
• Jennifer Lynn Delcamp