Jeffrey J Englert

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2024-06-14

PA RA
APPROVED

Since 2024-06-14

Branch Locations

Pittsburgh, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Self Employed	Pittsburgh	PA	03/1986	Present
Jeffrey J Englert, Cpa	Pittsburgh	PA	03/1986	Present
Voya Financial Advisors	Pittsburgh	PA	09/2014	08/2020
Securities America, Inc	Pittsburgh	PA	08/2020	06/2024
Securities America Advisors	Pittsburgh	PA	08/2020	06/2024
Osaic Wealth, Inc.	Pittsburgh	PA	06/2024	Present
Osaic Wealth, Inc.	Pittsburgh	PA	06/2024	Present

03/1986 → Present

Self Employed

Pittsburgh, PA
03/1986 → Present

Jeffrey J Englert, Cpa

Pittsburgh, PA
09/2014 → 08/2020

Voya Financial Advisors

Pittsburgh, PA
08/2020 → 06/2024

Securities America, Inc

Pittsburgh, PA
08/2020 → 06/2024

Securities America Advisors

Pittsburgh, PA
06/2024 → Present

Osaic Wealth, Inc.

Pittsburgh, PA
06/2024 → Present

Osaic Wealth, Inc.

Pittsburgh, PA

Previous Registrations

2020-08-14 → 2024-06-14

Securities America Advisors, Inc.

Pittsburgh, PA
2013-11-07 → 2020-08-19

Voya Financial Advisors, Inc.

Pittsburgh, PA

Pittsburgh, PA

Pittsburgh, PA

Pittsburgh, PA

Ellicott City, MD

Norwalk, IA

Toledo, OH

Other Businesses

1. Paddling Club Position: Board Member - Nature: Board member. - Investment Related: No - Hours: 1 - Securities Trading Hours: 0 - Start Date: 05/01/2012 Address: 186 Liberty Street, Bridgeville PA 15017 2. E FINANCIAL SERVICES POSITION: Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/26/2020 ADDRESS: 2616 Quail Hill Drive, Suite 200, Pittsburgh PA 15241, United States DESCRIPTION: Solicit based on client needs. 3. PITTSBURGH EXECUTIVES ASSOCIATION INC POSITION: Treasurer NATURE: Networking group INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2001 ADDRESS: P O Box 10038, Pittsburgh PA 15236 DESCRIPTION: Member. Treasurer. 4. JEFFREY J ENGLERT CPA PC POSITION: CPA NATURE: I'm sole shareholder of S-Corp. INVESTMENT RELATED: No NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 01/01/1997 ADDRESS: 2616 Quail Hill Drive, Suite 200, Pittsburgh PA 15241, United States DESCRIPTION: Accounting and tax preparation. I act as Power of Attorney and Tax Information Authorization (IRS forms 2848 and 8821) only for tax purposes with the IRS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-05-06
S63	Uniform Securities Agent State Law Examination	1993-11-29

S65 Uniform Investment Adviser Law Examination

2013-05-06
S63 Uniform Securities Agent State Law Examination

1993-11-29

View on SEC IAPD