Jacob Chance Tipton

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

• 08/2021 → 12/2024
  Georgia College And State University
  Milledgeville, GA
• 11/2024 → 04/2025
  Fouts Bros Inc
  Milledgeville, GA
• 05/2025 → 08/2025
  Global Contracting Group Llc
  Wildwood, FL
• 08/2025 → 11/2025
  Southstate Bank
  Jacksonville, FL
• 12/2025 → Present
  Kriner Financial Services
  Saint Marys, GA
• 05/2024 → 08/2024
  Jacksonville Electric Company
  Jacksonville, FL
• 05/2023 → 07/2023
  Dfas
  Kingsbay, GA
• 10/2022 → 11/2023
  Battlbox
  Milledgeville, GA
• 01/2016 → 08/2021
  Camden County High School
  Kingsland, GA
• 03/2026 → Present
  Osaic Wealth
  Scottsdale, AZ

Other Businesses

KRINER FINANCIAL SERVICES INC POSITION: Tax Professional NATURE: S Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 50 START DATE: 12/01/2025 ADDRESS: 1200 Shadowlawn Dr, Saint marys GA 31558, United States DESCRIPTION: Tax preparation, insurance services, accounting

Exams

• S66 Uniform Combined State Law Examination
  2026-05-11

Other Names

• Chance Tipton
• J Chance Tipton