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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-08-18 |
Branch Locations
1930 S Bryant, Edmond, OK 73104 • United States
4701 W. Main Street Suite 101, Norman, OK 73072 • United States
11901 N. Macarthur Blvd Suite F1, Oklahoma City, OK 73162 • United States
Edmond, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Investment Advisors, Inc. | Oklahoma City | OK | 07/2014 | 08/2023 |
| Citizens Bank Of Edmond | Edmond | OK | 09/2023 | 03/2025 |
| Osaic Wealth, Inc. | Oklahoma City | OK | 08/2025 | Present |
| Unemployed | Edmond | OK | 03/2025 | 08/2025 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-22 |
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