Jacqueline Latrice Reinert

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

• 01/2009 → 08/2021
  Waddell & Reed Inc
  Overland Park, KS
• 02/2022 → Present
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2021 → 02/2022
  Unemployed
  Overland Park, KS
• 09/2023 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2023-08-08 → 2023-11-03
  Fsc Securities Corporation
  Atlanta, GA
• 2022-02-08 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
• 2009-01-14 → 2021-08-23
  Waddell & Reed
  Overland Park, KS
  Overland Park, KS
• 2007-04-13 → 2008-12-31
  Cetera Advisors Llc
  Overland Park, KS

Other Businesses

02/07/2022-PRESENT, SAGEPOINT FINANCIAL, INC.,INV-RELATED: Y,20 E. THOMAS ROAD SUITE 2000, PHOENIX AZ,REGIONAL SUPERVISION MANAGER, 40. 0 HRS, FIELD SUPERVISION

Exams

• S66 Uniform Combined State Law Examination
  2007-02-12

Other Names

• Jacque Reinert
• Jacqueline Reinert