Jason Lee Opie

Current Employers

Employment History

• 02/2009 → Present
  Opie Accounting & Tax Llc
  Marshfield, WI
• 08/2013 → 10/2017
  Sii Investments
  Marshfield, WI
• 11/2017 → 01/2024
  Woodbury Financial Services Inc
  Marshfield, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Marshfield, WI

Previous Registrations

• 2017-11-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Marshfield, WI
  Naples, FL
  Marshfield, WI
• 2013-08-14 → 2017-11-01
  Sii Investments, Inc.
  Stratford, WI
  Marshfield, WI
  Marshfield, WI
  Appleton, WI
• 2012-01-31 → 2013-08-16
  Woodbury Financial Services, Inc.
  Marshfield, WI
  Naples, FL
  Marshfiled, WI

Other Businesses

1. OPIE ACCOUNTING AND TAX, LLC POSITION: Accountant NATURE: Sole Member LLC INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 02/01/2009 ADDRESS: 1813 S Central Ave, Marshfield WI 54449, United States DESCRIPTION: Accountant and Tax Preparer 2. PRO PHOTO BANNERS POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2007 ADDRESS: 1813 S Central Ave, Marshfield WI 54449, United States DESCRIPTION: Printing Business 3. JSOPIE ENTERPRISES LLC POSITION: Member NATURE: Sole Member LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2010 ADDRESS: 1813 S Central Ave, Marshfield WI 54449, United States DESCRIPTION: Landlord 4. TENACITY ADVISORY GROUP, INC POSITION: Affiliated Advisor NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: 566 Red Bird Circle, DePere WI 54115, United States DESCRIPTION: Share Best Practices 5. OPIE FINANCIAL SERVICES LLC POSITION: Registered Representative NATURE: Single Member LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 08/01/2023 ADDRESS: 1813 S Central Ave, Marshfield WI 54449, United States DESCRIPTION: Securities business through Woodbury Financial Services Inc. Insurance agent for life, health and fixed annuities. 5. JASON OPIE POSITION: Trustee NATURE: Trustee for Jeffrey L Opie Irrevocable Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/19/2024 ADDRESS: 1813 S Central Ave, Marshfield WI 54449, United States DESCRIPTION: Trustee 6. JASON OPIE POSITION: Trustee NATURE: Trustee - Opie Family Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/19/2024 ADDRESS: 1813 S Central Ave, Marshfield WI 54449, United States DESCRIPTION: Trustee

Exams

• S66 Uniform Combined State Law Examination
  2012-01-17
• S63 Uniform Securities Agent State Law Examination
  2009-02-02

Other Names

• Jason Lee Opie