Jordan Randall Findley

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

• 05/2021 → 01/2025
  Lincoln Financial Advisors
  Scottsdale, AZ
• 08/2017 → 04/2021
  Northern Arizona University
  Flagstaff, AZ
• 06/2020 → 08/2020
  Assetmark Financial Holdings Inc.
  Concord, CA
• 05/2019 → 11/2019
  Safeway
  Flagstaff, AZ
• 11/2011 → 07/2017
  Iron Horse Middle School/ California High School
  San Ramon, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2022-05-06 → 2025-01-24
  Osaic Fa, Inc.
  Scottsdale, AZ
  Scottsdale, AZ

Other Businesses

1. JORDAN FINDLEY, MODERN WEALTH PARTNERS POSITION: Agent NATURE: I intend to conduct non-variable insurance and non-variable annuity sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2022 ADDRESS: 17015 N Scottsdale Road, #125, Scottsdale AZ 85255, United States DESCRIPTION: I intend to conduct non-variable insurance and non-variable annuity sales

Exams

• S66 Uniform Combined State Law Examination
  2022-04-29

Other Names

• Jordan R Findley