Jason Clayton Franklin

Current Employers

Employment History

• 05/2009 → 09/2023
  Wells Fargo Advisors Financial Network Llc
  Troy, MI
• 09/2023 → Present
  Osaic Wealth Inc
  Birmingham, MI

Previous Registrations

• 2008-10-24 → 2023-09-12
  Wells Fargo Advisors Financial Network, Llc
  Birmingham, MI
  Novi, MI
  Dearborn, MI
  Franklin, TN

Other Businesses

1. THE ICG REAL ESTATE LLC; INVESTMENT RELATED; BIRMINGHAM, MI; OWN BUILD HE OCCUPIES; 50% OWNERSHIP; START 12/2010; 4 HRS PER MONTH 0 DURING TRADING. CO-TRUSTEE FOR INVESTMENT CONSULTING GROUP PSP; INV RELATED; BIRMINGHAM, MI; FOR 6 EMPLOYEES; START 3/3/2016; 0 HR/MO; 0 DURING TRADING. JCF RE LLC, INV RELATED, FRANKLIN, TN, 100% OWNERSHIP, START 4/13/2022, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, HOLDS RENTAL PROPERTY. RENTAL PROPERTY, INV RELATED, FRANKLIN, TN, 100% OWNERSHIP, START 7/20/2022, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. RENTAL PROPERTY, INV RELATED, FRANKLIN, TN, 100% OWNERSHIP, START 7/20/2022, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. 2. ICG REAL ESTATE COMPANY, L.L.C POSITION: Co-Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/27/2010 ADDRESS: 500 S. Old Woodward Ave, Birmingham MI 48009, United States DESCRIPTION: ICG Real Estate Company, L.L.C?; Investment Related; Birmingham, MI; Owner-Occupied Building; 50% Ownership; Started on 10/27/2010; 4 Hours Per Month; 0 During Trading Hours.Participates ingeneral administration of the property. 3. THE INVESTMENT CONSULTING GROUP LLC POSITION: Managing Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 10/07/1999 ADDRESS: 500 S. Old Woodward, Brimingham MI 48009, United States DESCRIPTION: Managing Partner of the Investment Consulting Group. Activities include general management of the firm and serving as a financial advisor (planning and asset management) for over 300 households. 4. JCF RE, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/13/2022 ADDRESS: 516 Pearre Springs Way, Franklin TN 37064, United States DESCRIPTION: JCF RE, LLC, Inv Related, Franklin, TN, 100% Ownership, Start 4/13/2022, 1 Hour Per Month, Zero Hours During Trading, Holds Rental Property.Responsible For General Administration Of The Property. Ownership Consists Of Two Suites, One Owner Occupied And One Rental Property. 5. THE INVESTMENT CONSULTING GROUP LLC -- PSP POSITION: Co-Trustee NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/03/2016 ADDRESS: 500 S. Old Woodward Ave., Birmingham MI 48009, United States DESCRIPTION: Co-Trustee for the Investment Consulting Group's PSP -- acting in a passive capacity.

Exams

• S66 Uniform Combined State Law Examination
  2008-10-23
• S65 Uniform Investment Adviser Law Examination
  1996-03-01
• S63 Uniform Securities Agent State Law Examination
  1996-02-01