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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-06-20
OK RA APPROVED 2024-06-14
  • TX RA
    APPROVED_RES
    Since 2024-06-20
  • OK RA
    APPROVED
    Since 2024-06-14

Branch Locations

918 Sw 107Th St Ste 100, Oklahoma City, OK 73170 • 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
Proequities, Inc. Oklahoma City OK 01/2016 03/2018
Futurity First Insurance Group Oklahoma City OK 01/2016 Present
Bulmer Financial Group Oklahoma City OK 08/2015 Present
Securities America, Inc. Oklahoma City OK 03/2018 06/2024
Securities America Advisors Oklahoma City OK 03/2018 06/2024
Osaic Wealth, Inc. Oklahoma City OK 06/2024 Present
  • 01/2016 → 03/2018
    Proequities, Inc.
    Oklahoma City, OK
  • 01/2016 → Present
    Futurity First Insurance Group
    Oklahoma City, OK
  • 08/2015 → Present
    Bulmer Financial Group
    Oklahoma City, OK
  • 03/2018 → 06/2024
    Securities America, Inc.
    Oklahoma City, OK
  • 03/2018 → 06/2024
    Securities America Advisors
    Oklahoma City, OK
  • 06/2024 → Present
    Oklahoma City, OK
Previous Registrations
  • 2018-03-29 → 2024-06-14
    Securities America Advisors, Inc.
    Oklahoma City, OK
    Oklahoma City, OK
  • 2017-03-08 → 2018-04-02
    Concourse Financial Group Securities, Inc.
    Oklahoma City, OK
Other Businesses

1. Futurity First Insurance Group Position: Insurance Agent Nature: Insurance Investment Related: No Hours: 80 Securities Trading Hours: 50 Start Date: 10/01/2015 Address: 8420 West Dodge Road, Omaha OK 68114 2. Bulmer Financial Group (DBA) / Securities America Advisors Position: Financial Advisor Nature: Financial Advisor Investment Related: Yes Hours: 15 Securities Trading Hours: 80 Start Date: 10/01/2015 Address: 918 SW 107th St Ste 100, OKC OK 73170 3. Independent Insurance Agent Position: Independent Insurance Agent Nature: Independent Insurance Agent Investment Related: No Hours: 15 Securities Trading Hours: 10 Start Date: 01/01/2016 Address: 918 SW 107th St Ste 100, OKC OK 73170 4. SAA POSITION: Financial Advisor NATURE: Securities Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 04/02/2018 ADDRESS: 918 SW 107th St Ste 100, OKC OK 73170 5. CLEVELAND ELEMENTARY PTA POSITION: Assistant Treasurer NATURE: Ways and Means - VP Fundraising INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2018 ADDRESS: 2725 NW 23rd, OKC OK 73107, United States DESCRIPTION: Serve as a board member and vote on PTA related issues. Occasionally write, deposit, or collect checks involving the PTA 6. JARED BULMER POSITION: Film Composer NATURE: Film Composer INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 2744 NW 19th, OKC OK 73107, United States DESCRIPTION: Film composer for two feature films. The work on the first film was in 2019. The work for second film was in 2024 and early 2025. There have been no additional film composition projects other than these two. Additionally, I do not publicly offer my services in this field in any capacity. 7. CLEVELAND ELEMENTARY PTA POSITION: Member at Large NATURE: Member at Large INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2018 ADDRESS: 2725 NW 23rd, OKC OK 73107, United States DESCRIPTION: Serve as a board member and vote on PTA related issues.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-08
S63 Uniform Securities Agent State Law Examination 2016-03-01
  • S65 Uniform Investment Adviser Law Examination
    2017-03-08
  • S63 Uniform Securities Agent State Law Examination
    2016-03-01
Other Names
  • Jared Bulmer

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