Jeffrey Leroy Murphy

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 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

• 03/1995 → 12/2018
  Cue Financial Group, Inc.
  Woodland Hills, CA
• 08/2009 → 12/2016
  Foothill Securities, Inc.
  Woodland Hills, CA
• 03/1995 → Present
  Insurance Sales
  Woodland Hills, CA
• 12/2016 → 06/2024
  Securities America, Inc.
  Woodland Hills, CA
• 04/2018 → Present
  Pfg Advisors, Llc
  Peoria, AZ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Meridian, ID
• 09/2025 → Present
  Osaic Advisory Services
  Atlanta, GA

Previous Registrations

• 2018-04-18 → 2025-11-01
  Pfg Advisors
  Santa Monica, CA
  Meridian, ID
• 1997-07-08 → 2018-12-31
  Cue Financial Group, Inc.
  Santa Monica, CA
  Woodland Hills, CA
  Woodland Hills, CA

Other Businesses

***DBA - Murphy Wealth Management

Exams

• S66 Uniform Combined State Law Examination
  2004-10-21
• S63 Uniform Securities Agent State Law Examination
  1993-03-05

Other Names

• Jeff Murphy
• Jeffrey Lee Murphy
• Murph Murphy