Jason R Coffman

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2009 → 11/2018
  Jhfn Sii
  Mishawaka, IN
• 11/2018 → Present
  Royal Alliance Associates, Inc.
  Mishawaka, IN

Previous Registrations

• 2016-10-06 → 2018-11-02
  Signator Investors, Inc.
  Mishawaka, IN

Other Businesses

1. INSURANCE BROKERAGE ALL LINES POSITION: Agent NATURE: Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/21/2009 ADDRESS: 3900 Edison Lakes Pkwy Ste. 120, Ste. 120, Mishawaka IN 46545, United States DESCRIPTION: Life , Health, Fixed Annuities, Disability, Long Term Care. 2. VANTAGEPOINTE FINANCIAL GROUP POSITION: Investment Advisor Representative NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/21/2009 ADDRESS: 3900 Edison Lakes Pkwy, Ste. 120, Mishawaka IN 46545, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-24
• S63 Uniform Securities Agent State Law Examination
  2009-04-07