Jeffery Terrill Whelchel

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

• 01/2021 → Present
  Wood Financial
  Amarillo, TX
• 01/2019 → 12/2020
  Family Medicine Centers
  Amarillo, TX
• 07/1997 → 11/2018
  Amarillo Family Physicians Clinic
  Amarillo, TX
• 02/2021 → Present
  Osaic Wealth, Inc.
  Amarillo, TX

Other Businesses

1. HEALTHY HORMONES PLLC POSITION: Physician/owner NATURE: Hormone consultations and optimization. INVESTMENT RELATED: No NUMBER OF HOURS: 28 SECURITIES TRADING HOURS: 28 START DATE: 01/01/2021 ADDRESS: 5701 W. I-40, Amarillo TX 79106, United States DESCRIPTION: I consult with patients that need help with their hormones. I manage their hormone medications and I insert Biote hormone pellets in the patients. 2. IVRS POSITION: Medical Director NATURE: IV fluid therapies, functional medicine clinic INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2021 ADDRESS: 500 S. Taylor, Suite 700, Amarillo TX 79101, United States DESCRIPTION: Review office visit documentation, monthly meeting, available to answer any medical questions from the nurse practitioner. 3. WILD ROOTS WELLNESS POSITION: Medical supervisor NATURE: Medical clinic INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2024 ADDRESS: 1030 Andrews Hwy, Suite 108, Midland TX 79701, United States DESCRIPTION: Medical supervisor of the clinic. The APRN provider can call, text, or email me with patient care questions. We have a virtual meeting once a month to discuss cases and for me to review at least 1 chart. The clinic operates under my medical license. 4. WOOD MANAGEMENT POSITION: Financial Advisor NATURE: I am a sole proprietor who works as a W2 employee for Wood Management LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2025 ADDRESS: 4711 S. Bell St, Amarillo TX 79109, United States DESCRIPTION: Associate of Josh Wood. We have a dual rep code (QEE) plus I have my individual code (WO4). I assist Josh with management of his clients. I attend meetings with him, call clients, answer emails, facility deposits and withdrawals, etc. I also see clients by myself.

Exams

• S66 Uniform Combined State Law Examination
  2021-03-22

Other Names

• Jeffery Terrill Whelchel
• Jeffrey Terrill Whelchel