Jeffrey T Schaberg

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

• 08/2020 → 08/2024
  Triad Advisors
  Norcross, GA
• 05/2016 → Present
  Kiskadee Llc
  Sugar Land, TX
• 06/2006 → 10/2017
  Sirius Solutions, Lllp
  Houston, TX
• 08/2024 → Present
  Osaic Wealth, Inc.
  Sugar Land, TX

Other Businesses

1. CONSOLIDATED PLANNING GROUP POSITION: Planner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/01/2020 ADDRESS: 19901 Southwest Freeway, Sugar Land TX 77479, United States DESCRIPTION: Special needs consulting which involves planning for Social Security, cost of care for special needs individuals, navigating and networking with other special needs organizations with respect to housing, government medicaid waivers and other benefits, guardianship and other non-financial informational assistance and guidance. Activities also may included outside insurance but no securities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-09
• S63 Uniform Securities Agent State Law Examination
  2021-08-20