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Jami Jean Wolsiefer

Osaic Wealth, Inc.

Greenwood, IN

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-08-04
  • IN RA
    APPROVED
    Since 2023-08-04

Branch Locations

170 Airport Pkwy Suite B, Greenwood, IN 46143 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 04/2019 12/2019
Unemployed Indianapolis IN 10/2017 04/2019
Elements Financial Federal Credit Union Indianapolis IN 05/2013 10/2017
Bank Of America, N.A. Indianapolis IN 05/2019 12/2019
Lpl Financial Llc Indianapolis IN 01/2020 08/2023
Elements Financial Fcu Indianapolis IN 01/2020 08/2023
Osaic Wealth Inc Carmel IN 08/2023 Present
  • 04/2019 → 12/2019
    Indianapolis, IN
  • 10/2017 → 04/2019
    Unemployed
    Indianapolis, IN
  • 05/2013 → 10/2017
    Elements Financial Federal Credit Union
    Indianapolis, IN
  • 05/2019 → 12/2019
    Bank Of America, N.A.
    Indianapolis, IN
  • 01/2020 → 08/2023
    Indianapolis, IN
  • 01/2020 → 08/2023
    Elements Financial Fcu
    Indianapolis, IN
  • 08/2023 → Present
    Carmel, IN
Previous Registrations
Other Businesses

1) FENNELLY & ASSOCIATES LLC POSITION: Administrative registered assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 08/04/2023 ADDRESS: 170 Airport Pkwy, suite B, Greenwood IN 46143, United States DESCRIPTION: administrative duties, client services 2) EVANS & ASSOCIATES LLC POSITION: Administrative/ registered assistant NATURE: LLC> This is the other advisor under the combined rep codes LLC name that I work under. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 08/04/2023 ADDRESS: 128 E 36th Street, Indianapolis IN 46205, United States DESCRIPTION: administrative duties, client service

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-03
  • S66 Uniform Combined State Law Examination
    2019-10-03
Other Names
  • Jami J. Bailey
  • Jami Wolsiefer

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