James M Gibson

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

• 11/2024 → Present
  Osaic Wealth, Inc
  Fort Wayne, IN
• 08/2013 → 08/2024
  Kpsk/Obicai Restaurant Group
  Fort Wayne, IN
• 08/2024 → Present
  Preferred Financial Group
  Fort Wayne, IN

Other Businesses

1) PREFERRED FINANCIAL GROUP POSITION: Tax Preparer NATURE: S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/03/2025 ADDRESS: 11130 Coldwater Rd, Suite 103, Fort Wayne IN 46845, United States DESCRIPTION: Tax preparation for Personal and Sole Proprietorship tax filings during February 1st through April 15th. Less amount of hours used until the extension deadline of October 15th. 2) JAMES GIBSON POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/17/2025 ADDRESS: 11130 Coldwater Rd, Suite 103, Fort Wayne IN 46845, United States DESCRIPTION: Insurance Agent for Fixed Annuity & Life insurance products for clients. 3) PREFERRED WEALTH MANAGEMENT, INC. POSITION: Investment Advisor Representative NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/09/2025 ADDRESS: 11130 Coldwater Rd, Suite 103, Fort Wayne IN 46845, United States DESCRIPTION: Review investments, submits, portfolio rebalancing in managed accounts and give financial advice clients.

Exams

• S66 Uniform Combined State Law Examination
  2025-01-09

Other Names

• James Marshall Gibson