Judith Elizabeth Gilbert

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

• 02/2019 → Present
  John Douglas Financial Group
  Panama City, FL
• 02/2013 → 06/2018
  Geh Inc.
  Redding, CA
• 07/2018 → 01/2019
  Stayed At Home With My Children
  Panama City, FL
• 09/2021 → Present
  Osaic Wealth, Inc.
  Panama City, FL
• 02/2019 → Present
  John Douglas Financial Group
  Panama City, FL

Other Businesses

1. Life and Health Insurance Agent and office manager for John Douglas Financial Group 2. JOHN DOUGLAS FINANCIAL GROUP POSITION: Operations Manager NATURE: It is a Marketing name for financial business, Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/19/2019 ADDRESS: 2217 St. Andrews Blvd., Panama City FL 32405, United States DESCRIPTION: Accounting, Service work for John Messers Clients, It is the marketing name for securities business 3. NOTARY POSITION: Notary NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2019 ADDRESS: 2217 Saint Andrews Blvd, Panama City, FL FL 32405, United States DESCRIPTION: I have my Notary. 4. BLUE MARKETING GROUP POSITION: Secretary NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/20/2024 ADDRESS: 2217 Saint Andrews Blvd, Panama City FL 32405, United States DESCRIPTION: Corporate filings and payroll tax reporting 5. MAJESTIC GRACE MINISTRIES, INC POSITION: Board Member NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 9 Via Flora Ct, Chico CA 95973, United States DESCRIPTION: Member of the Board. There is a quarterly meeting that last 2 hours in the evening.

Exams

• S66 Uniform Combined State Law Examination
  2023-05-11

Other Names

• Judith Elizabeth Mello
• Juli Mello
• Juli Gilbert