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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-05-14
TN RA APPROVED 2024-01-19
  • FL RA
    APPROVED
    Since 2024-05-14
  • TN RA
    APPROVED
    Since 2024-01-19

Branch Locations

41 Peabody Street, Nashville, TN 37210 • United States

216 Centerview Dr Ste 115, Brentwood, TN 37027 • 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
OrganizationCityStateFromTo
Guardian Life Insurance Co Of America Brentwood TN 02/2016 Present
Park Avenue Securities, Llc Brentwood TN 05/2017 06/2019
Woodbury Financial Services Inc Brentwood TN 07/2019 01/2024
Osaic Wealth, Inc. Brentwood TN 01/2024 Present
  • 02/2016 → Present
    Guardian Life Insurance Co Of America
    Brentwood, TN
  • 05/2017 → 06/2019
    Brentwood, TN
  • 07/2019 → 01/2024
    Woodbury Financial Services Inc
    Brentwood, TN
  • 01/2024 → Present
    Brentwood, TN
Previous Registrations
  • 2019-07-05 → 2024-01-19
    Woodbury Financial Services, Inc.
    Brentwood, TN
  • 2018-03-05 → 2019-07-18
    Brentwood, TN
Other Businesses

1. TIMOTHY JESTER POSITION: Semi-professional Violinist NATURE: Musician INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1985 ADDRESS: 1201 Birdsall Street, Old Hickory TN 37138, United States DESCRIPTION: I play violin for hire. 2. TIMOTHY JESTER POSITION: Officiant NATURE: Wedding Officiant INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 1201 Birdsall Street, Old Hickory TN 37138, United States DESCRIPTION: I officiate weddings. 3. METRO ARTS COMMISSIONER POSITION: Commissioner NATURE: This 15-member board oversees Metro Arts' strategic work of granting fundsset aside in the Metro Nashville budget allocated for the advancement of arts in Davidson County. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/23/2024 ADDRESS: 1417 Murfreesboro Pike, Nashville TN 37217, United States DESCRIPTION: Sit on a board that oversees operations of the Metro Arts Department as they work to promote the arts in Davidson County. 4. ITA WEALTH PARTNERS, LLC POSITION: Agent NATURE: Insurance Agent Also marketing ITA Wealth Partners, LLC for securities business through Osaic Wealth. INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 12/01/2025 ADDRESS: 41 Peabody Steet, Nashville TN 37210, United States DESCRIPTION: I solicit and sell insurance to potential clients 5. THE JOSH WILSON MEMORIAL GOLF TOURNAMENT POSITION: Board Member NATURE: 501(c)3 INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 1121 Birdsall Street, Old Hickory TN 37138, United States DESCRIPTION: We meet twice a year to help the director plan a charity golf tournament that raises money for families of emergency services members who have been injured or killed in the line of duty.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-15
S63 Uniform Securities Agent State Law Examination 2007-03-31
  • S66 Uniform Combined State Law Examination
    2018-02-15
  • S63 Uniform Securities Agent State Law Examination
    2007-03-31
Other Names
  • Timothy R Jester

View on SEC IAPD

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