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Jonathan James Brimley

Osaic Wealth, Inc.

Findlay, OH

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2022-01-04
TX RA APPROVED 2020-01-29
FL RA APPROVED 2019-10-15
MI RA APPROVED 2019-09-06
IN RA APPROVED 2018-10-03
OH RA APPROVED 2018-10-02
  • SC RA
    APPROVED
    Since 2022-01-04
  • TX RA
    APPROVED
    Since 2020-01-29
  • FL RA
    APPROVED
    Since 2019-10-15
  • MI RA
    APPROVED
    Since 2019-09-06
  • IN RA
    APPROVED
    Since 2018-10-03
  • OH RA
    APPROVED
    Since 2018-10-02

Branch Locations

2498 Bluestone Drive Suite A, Findlay, OH 45840 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Findlay OH 10/2012 10/2018
Sycamore Springs Golf Course Arlington OH 01/2015 Present
Royal Alliance Findlay OH 10/2018 08/2023
Osaic Wealth, Inc Findlay OH 08/2023 Present
  • 10/2012 → 10/2018
    Findlay, OH
  • 01/2015 → Present
    Sycamore Springs Golf Course
    Arlington, OH
  • 10/2018 → 08/2023
    Royal Alliance
    Findlay, OH
  • 08/2023 → Present
    Findlay, OH
Previous Registrations
  • 2012-10-01 → 2018-10-12
    Findlay, OH
    Findlay, OH
    Bluffton, OH
  • 2010-03-18 → 2012-10-01
    Chase Investment Services Corp.
    Findlay, OH
    Upper Sandusky, OH
    Upper Sandusky, OH
    Findlay, OH
  • 2008-01-01 → 2010-03-09
    Findlay, OH
  • 2006-01-30 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    St. Louis, MO
    Findlay, OH
Other Businesses

1. BRIMLEY FRISCH WEALTH MANAGEMENT LLC POSITION: Co-Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/02/2018 ADDRESS: 2498 Bluestone Drive, Suite A, Findlay OH 45840, United States DESCRIPTION: Insurance 2. FINDLAY COUNTRY CLUB POSITION: Grounds Committee NATURE: Golf, social and tennis country club INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/19/2022 ADDRESS: 1500 Country Club Drive, Findlay OH 45840, United States DESCRIPTION: Serving on the Grounds Committee to advise the board as to where the grounds of the Country Club can improve, where they are stressed and where they are ideal. Working with the committee inprioritizing short- and long-term project and improvements. 3. SAVAGE & ASSOCIATES POSITION: Financial Professional NATURE: This is my primary securities business INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/02/2018 ADDRESS: 2498 Bluestone Drive, Suite A, Findlay OH 45840, United States DESCRIPTION: This is my primary position with Savage & Associates doing securities business 4. SAVAGE & ASSOCIATES POSITION: Agent NATURE: Insurance agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/02/2018 ADDRESS: 2498 Bluestone Drive, Suite A, Findlay OH 45840, United States DESCRIPTION: Insurance agent is part of my function as a securities advisor 5. JONATHAN BRIMLEY, INSURANCE AGENT POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/16/2006 ADDRESS: 2498 Bluestone Drive, Suite A, Findlay OH 45840, United States DESCRIPTION: Sell and service insurance products.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-01-27
  • S66 Uniform Combined State Law Examination
    2006-01-27
Other Names
  • Jon Brimley

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