Jenelle Baker

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:

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-10-20

NY RA
APPROVED

Since 2025-10-20

Branch Locations

Rochester, NY • 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
New York Life Insurance Co	Fairport	NY	02/2016	12/2018
Nylife Securities Llc	Fairport	NY	06/2016	12/2018
Keybank	Pittsford	NC	01/2019	09/2023
Unemployed	Bloomfield	NY	10/2023	05/2024
Osaic Wealth, Inc	Rochester	NY	06/2024	Present
Osaic Wealth, Inc.	Rochester	NY	12/2024	Present

02/2016 → 12/2018

New York Life Insurance Co

Fairport, NY
06/2016 → 12/2018

Nylife Securities Llc

Fairport, NY
01/2019 → 09/2023

Keybank

Pittsford, NC
10/2023 → 05/2024

Unemployed

Bloomfield, NY
06/2024 → Present

Osaic Wealth, Inc

Rochester, NY
12/2024 → Present

Osaic Wealth, Inc.

Rochester, NY

Other Businesses

MELIORA WEALTH MANAGEMENT, LLC POSITION: Relationship Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 110 START DATE: 06/17/2024 ADDRESS: 325 Westminster Rd, Rochester NY 14607, United States DESCRIPTION: Scheduling clients, administrative tasks, filing paperwork, placing trades, handling client correspondance.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-17

S66 Uniform Combined State Law Examination

2025-10-17

Other Names

Jenelle Kristen Baker

View on SEC IAPD