Jessica Tallman Skelton

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

• 01/2013 → 12/2019
  H. Beck, Inc.
  Rockville, MD
• 05/2011 → Present
  Campisi Financial Network
  Fairview Village, MD
• 06/2020 → 06/2024
  Securities America, Inc
  Norristown, PA
• 06/2020 → 06/2024
  Securities America Advisors
  Norristown, PA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Fairview Village, PA

Previous Registrations

• 2020-06-25 → 2024-06-14
  Securities America Advisors, Inc.
  Norristown, PA
• 2013-03-04 → 2019-12-31
  Grove Point Investments, Llc
  Fairview Village, PA

Other Businesses

1. NO NAME - JUST MY NAME POSITION: person selling product NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/08/2020 ADDRESS: 1036 Valley Forge Road, Norristown PA 19403 DESCRIPTION: I am filing this OBA so that if I choose to sell insurance, I may. I don't currently market for this business. It would only be an occasional sale to a family member or friend who approaches me. 2. INGREDIENTS FOR WELLNESS, LLC POSITION: owner and health coach NATURE: holistic health coaching INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2012 ADDRESS: 661 Henning Road, Perkiomenville PA 18074 DESCRIPTION: I coach individuals and groups in the area of holistic health wellness with a focus on reducing stress thus reducing stress hormones through mindfulness strategies. 3. SELF - NO BUSINESS NAME POSITION: sales/agent NATURE: Self - Medicare Supplement sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 661 Henning Road, Perkiomenville PA 18074 DESCRIPTION: I would like to review current Medicare plans and offer to sell Medicare Advantage and supplemental plans. 4. SKELTON RESOURCE GROUP, LLC POSITION: sales/agent NATURE: LLC - Insurance agency INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 661 Henning Road, Perkiomenville PA 18074, United States DESCRIPTION: I would like to review current Medicare plans and offer to sell Medicare Advantage and supplemental plans.

Exams

• S66 Uniform Combined State Law Examination
  2000-07-27
• S63 Uniform Securities Agent State Law Examination
  1996-07-31

Other Names

• Jessica Lynne Tallman
• Jessica Tallman Shaffert
• Jessica Lynne Shaffert