Jeffrey Scott Fortson

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

• 08/2007 → 01/2024
  Woodbury Financial
  Atlanta, GA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Lawrenceville, GA

Previous Registrations

• 2007-08-07 → 2024-01-19
  Woodbury Financial Services, Inc.
  Atlanta, GA
  Lawrenceville, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Sugar Hill, GA
• 2006-03-14 → 2007-08-02
  Mml Investors Services, Llc
  Lawrenceville, GA
  Atlanta, GA
  Atlanta, GA
• 2003-06-12 → 2006-02-21
  Woodbury Financial Services, Inc.
  Atlanta, GA
• 2003-07-03 → 2005-12-14
  Private Client Services, Llc
  Louisville, KY
• 2003-05-28 → 2003-06-27
  Voya Financial Advisors, Inc.
  Atlanta, GA

Other Businesses

1. US PLANNING GROUP INC POSITION: Agent NATURE: Sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 08/01/2007 ADDRESS: 359 Brookmeade Way, Lawrenceville GA 30043, United States DESCRIPTION: Solicit/sell fixed annuities, term life insurance and/or Long Term Care, normally through a third party brokerage that has agreements with Woodbury Financial Services Inc. 2. NORMALTOWN BREWING CO LLC POSITION: Co owner, CFO NATURE: LLC. Will be a production micro brewery. Brewing and canning/bottling for sale on premise. Name change from Classic City Brewing to Normaltown Brewing June 2018 INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 02/17/2018 ADDRESS: 425 Barber St, Athens GA 30601, United States DESCRIPTION: Helping with overall operations (brewing, canning, sales) approximately 2-3 weekend days per month. Some marketing of business to friends through word of mouth. Handling payment of bills for the business, licensing renewals, maintaining budget item reports, updating QuickBooks info for CPA, processing payroll for our new hire through our Point of Sale System.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-12
• S63 Uniform Securities Agent State Law Examination
  1992-05-12

Designations

• Certified Financial Planner

Other Names

• Scott Fortson