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Jennifer Valentine

Osaic Wealth, Inc.

Newark, DE

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-09-03
  • DE RA
    APPROVED
    Since 2025-09-03

Branch Locations

1130 Ogletown Rd Suite 5, Newark, DE 19711 • 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
Lindenberg Financial Newark DE 10/2024 Present
Learning Express Academy Newark DE 12/2005 09/2024
Osaic Wealth Inc Newark DE 06/2025 Present
  • 10/2024 → Present
    Lindenberg Financial
    Newark, DE
  • 12/2005 → 09/2024
    Learning Express Academy
    Newark, DE
  • 06/2025 → Present
    Osaic Wealth Inc
    Newark, DE
Other Businesses

1. LINDENBERG FINANCIAL POSITION: Relationship Manager NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 06/26/2025 ADDRESS: 1130 Ogletown Rd, Suite 5, Newark DE 19711, United States DESCRIPTION: Serve as the main point of contact for clients, fielding questions and requests, and coordinating with internal team.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
  • S66 Uniform Combined State Law Examination
    2025-08-29
Other Names
  • Jennifer Gordon

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
JPL ASSET MANAGEMENT AND PLANNING, LLC
NJM VENCAP LLC
RIVER FAMILY ADVISORS LLC
EAGLE STRATEGIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Other Investors

WILLIAM JASON HAGERMAN
CHRISTOPHER M BURGOS
Deborah A Sniadowski-Lindeke
SCOTT BECKER
Andrew Rosenbaum
CHARLES CARPENTER WHITE
Zachary Thomas Simendinger
Preston James Knotts

Other Offices

CETERA INVESTMENT ADVISERS LLC · NEWARK, DE
JPL ASSET MANAGEMENT AND PLANNING, LLC · NEWARK, DE
NJM VENCAP LLC · NEWARK, DE
RIVER FAMILY ADVISORS LLC · Newark, DE
EAGLE STRATEGIES LLC · NEWARK, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Newark, DE
MML INVESTORS SERVICES, LLC · NEWARK, DE
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · Newark, DE

More in Newark, DE

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