Paul Jerald Webster

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

• 07/2008 → 01/2025
  Lincoln Financial Securities Corporation
  Hebron, KY
• 01/2025 → Present
  Osaic Wealth, Inc.
  Hebron, KY

Previous Registrations

• 2005-02-23 → 2025-01-24
  Osaic Fs, Inc.
  Hebron, KY
• 1999-06-01 → 2005-01-20
  Waddell & Reed
  Ft Wright, KY

Other Businesses

1) Paul Webster 3808 Sugarberry Dr. Hebron KY 41048 Category: Service Industry Investment Related: No Title: Owner Duties: own race horse Start Date: 12/2015 Hours per Month: 1 Hours per Month during trading hours: 0 2)PAUL WEBSTER 15 SPIRAL DRIVE, FLORENCE KY CATEGORY: RETAIL, SERVICE INDUSTRY OR SALARIED EMPLOYEE INVESTMENT RELATED: NO TITLE: EMPLOYEE DUTIES: ASSEMBLE STEERING SYSTEM FOR AUTOMOBILES START DATE: 04/2023 HOURS PER MONTH: 16 HOURS PER MONTH DURING TRADING HOURS: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-01-14
• S63 Uniform Securities Agent State Law Examination
  1991-09-11

Other Names

• Paul Jerald Webster