Steven Jumper

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

• 06/2018 → 04/2019
  Ameriprise Financial Services, Inc.
  Camp Hill, PA
• 08/2014 → 04/2018
  Susquehanna University
  Selinsgrove, PA
• 04/2019 → 09/2019
  Te Connectivity
  Middletown, PA
• 07/2016 → 03/2019
  Penica Place And Associates
  Camp Hill, PA
• 09/2019 → 07/2022
  Avantax Investment Services
  Carlisle, PA
• 09/2019 → 07/2022
  Avantax Advisory Services
  Carlisle, PA
• 09/2019 → 07/2022
  Avantax Insurance Agency, Llc
  Irving, TX
• 09/2019 → 07/2022
  Mrk Financial Solutions Inc
  Palmyra, PA
• 07/2022 → 08/2023
  Ameriprise Financial Services
  Carlisle, PA
• 08/2023 → 12/2024
  Citizens Securities Inc.,
  Harrisburg, PA
• 08/2023 → 12/2024
  Citizens Securities Inc.,
  Harrisburg, PA
• 12/2024 → Present
  Osaic
  Carlisle, PA

Previous Registrations

• 2023-08-28 → 2024-11-25
  Citizens Securities, Inc.
  Harrisburg, PA
  Shippensburg, PA
  Harrisburg, PA
  Monroeville, PA
  Harrisburg, PA
• 2022-07-15 → 2023-08-10
  Ameriprise Financial Services, Llc
  Carlisle, PA
  Lancaster, PA
• 2019-09-30 → 2022-07-26
  Avantax Advisory Services
  Palmyra, PA
  Carlisle, PA
  Willow Street, PA
• 2018-12-17 → 2019-04-08
  Ameriprise Financial Services, Llc
  Camp Hill, PA

Exams

• S66 Uniform Combined State Law Examination
  2018-09-27

Other Names

• Steven Eugene Jumper