James Jay Schipper

Current Employers

Employment History

• 09/1993 → 10/2024
  Self-Employed
  Grand Rapids, MI
• 09/2011 → Present
  Advisory Alpha, Llc (158282)
  Holland, MI
• 09/2013 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 01/1995 → Present
  Schipper & Osterink
  Holland, MI
• 08/2024 → Present
  Osaic Wealth, Inc.
  Holland, MI

Previous Registrations

• 2011-01-07 → 2012-04-27
  Regal Investment Advisors Llc
  Kentwood, MI
• 2007-10-11 → 2010-11-02
  Osaic Services, Inc.
  Scottsdale, AZ
  Grandville, MI

Other Businesses

1) SCHIPPER AND OSTERINK; INVESTMENT-RELATED; 348 S. Waverly Rd., Suite 100, HOLLAND, MI 49423; INSURANCE AND FINANCIAL SERVICES; ARTNER; 01/1995; APPROX. 160 HOURS/MONTH; APPROX. 120 HOURS/MONTH DURING TRADING HOURS; PROVIDE FINANCIAL MANAGEMENT, CONSULTING, AND INSURANCE SERVICES TO CLIENTS. 2) JAMES JAY SCHIPPER; INVESTMENT-RELATED; 2109 ONEKAMA DR SE, GRAND RAPIDS, MI 49506; SALE OF INSURANCE; LICENSED INSURANCE AGENT; 01/2003; APPROX. 160 HOURS/MONTH AS PARTNER OF SCHIPPER & OSTERINK; APPROX. 120 HOURS/MONTH DURING TRADING HOURS AS PARTNER OF SCHIPPER & OSTERINK; OFFER TERM LIFE INSURANCE AND FIXED ANNUITIES TO CLIENTS. 3) OSAIC WEALTH, INC. (FORMERLY TRIAD ADVISORS); INVESTMENT-RELATED; OFFER AND SALE OF COMMISSION BASED INVESTMENT PRODUCTS; REGISTERED REPRESENTATIVE; 09/2013; APPROX. 160 HOURS/MONTH AS PARTNER OF SCHIPPER & OSTERINK; APPROX. 120 HOURS/MONTH DURING TRADING HOURS AS PARTNER OF SCHIPPER & OSTERINK; SALE OF COMMISSION BASED MUTUAL FUNDS AND VARIABLE ANNUITIES TO CLIENTS. 4) ADVISORY ALPHA,LLC;INVESTMENT RELATED;348 S. Waverly Rd., Suite 100, HOLLAND, MI 49423;REGISTERED INVESTMENT ADVISOR;INVESTMENT ADVISOR REPRESENTATIVE;6/1/2011;15 HRS/MONTH;6.5 HRS DURING TRADING;COUNSELING CLIENTS ON FEE-BASED INVESTMENTS

Exams

• S66 Uniform Combined State Law Examination
  2006-06-12
• S63 Uniform Securities Agent State Law Examination
  1995-08-31

Other Names

• Jim Schipper