Jeffrey Allen Kirk

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

• 02/1991 → Present
  Self Employed/ Fixed Ins Products
  Lancater, PA
• 05/2016 → 11/2018
  Signator Investors, Inc.
  Lancaster, PA
• 11/2018 → Present
  Osaic Wealth, Inc,
  Lancaster, PA

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Gold River, CA
  Lancaster, PA
  Nashville, TN
• 2007-09-21 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Gold River, CA
  Nutley, NJ
  Lancaster, PA
  St. Petersburg, FL
  Harrisburg, PA

Other Businesses

1) LANCASTER FARMLAND TRUST POSITION: Board of Trustee member, Board Chair 2023 & 2024 NATURE: Land trust, conservation org. 501C INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 01/16/2020 ADDRESS: 125 Lancaster Ave, Strasburg PA 17579, United States DESCRIPTION: Board of trustees member for a foundation dedicated to land conservation. 2) COMMONWEALTH FINANCIAL ASSOCIATES, LTD POSITION: President NATURE: LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/22/2022 ADDRESS: 8150 Derry Street, Suite C, Harrisburg PA 17111, United States DESCRIPTION: Sales/marketing of securities, Inv Advisory, planning, insurance products 3) COMMONWEALTH FINANCIAL ASSOCIATES, LTD -FIXED INSURANCE POSITION: broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/1990 ADDRESS: 8150 Derry Street, Harrisburg PA 17111, United States DESCRIPTION: Sales, marketing of fixed annuities and non variable insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-20
• S63 Uniform Securities Agent State Law Examination
  1992-02-21