Christopher Jordan Matchett

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

• 01/2020 → Present
  Wealth Strategies Inc.
  Muncie, IN
• 08/2017 → 01/2020
  Enterprise Rent A Car
  Muncie, IN
• 02/2016 → 08/2017
  The Vitamin Shoppe
  Muncie, IN
• 05/2020 → Present
  Osaic Wealth, Inc.
  Muncie, IN

Other Businesses

1. WEALTH STRATEGIES INC. POSITION: Agent NATURE: Life, Accident, and Health Insurance Resident Producer License in the state of Indiana INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2021 ADDRESS: 207 N. High Street, Muncie IN 47305, United States DESCRIPTION: Licensed to sell Life and Health insurance in the state of Indiana. No active clients 2. WEALTH STRATEGIES POSITION: Research and Support Specialist NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/27/2020 ADDRESS: 207 N. High Street, Muncie IN 47305, United States DESCRIPTION: Research important date for financial advisers. Generate reports and interpret current financial data.

Exams

• S66 Uniform Combined State Law Examination
  2020-07-23