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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-01-24
MI RA APPROVED 2025-01-24
TX RA APPROVED 2025-01-24
  • IL RA
    APPROVED
    Since 2025-01-24
  • MI RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED
    Since 2025-01-24

Branch Locations

Bloomfield Hills, MI • United States

8755 West Higgins Road Suite 200, Chicago, IL 60631 • United States

2000 Town Center Suite 1625, Southfield, MI 48075 • 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
Lincoln Financial Advisors Corporation Southfield MI 01/2020 01/2025
Productive Edge, Llc Chicago IL 10/2014 02/2018
Shallcross Financial Planning Chicago IL 02/2018 12/2019
Osaic Wealth, Inc. Southfield MI 01/2025 Present
  • 01/2020 → 01/2025
    Lincoln Financial Advisors Corporation
    Southfield, MI
  • 10/2014 → 02/2018
    Productive Edge, Llc
    Chicago, IL
  • 02/2018 → 12/2019
    Shallcross Financial Planning
    Chicago, IL
  • 01/2025 → Present
    Southfield, MI
Previous Registrations
  • 2018-07-19 → 2025-01-24
    Osaic Fa, Inc.
    Chicago, IL
    Chicago, IL
    Southfield, MI
    Southfield, MI
Other Businesses

1) JARED WEINERMAN 1000 TOWN CENTER 26TH FLOOR SOUTHFIELD, MI 48075 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: SELLING ACCIDENT INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE AND TRADITIONAL LIFE INSURANCE. START DATE: 05/21/2020 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2) JARED WEINERMAN - IMPACT FINANCIAL PLANNING POSITION: Agent NATURE: Selling products outside of Osaic: fixed products, variable products, disability insurance, life insurance, long term care, and annuities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/21/2020 ADDRESS: 2000 Town Center, Suite 1625, Southfield MI 48075, United States DESCRIPTION: Selling products outside of Osaic: fixed products, variable products, disability insurance, life insurance, long term care, and annuities. 3) IMPACT FINANCIAL PLANNING POSITION: Partnership Manager NATURE: Partnership, LLC (Impact Financial Planning, LLC) INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2024 ADDRESS: 2000 Town Center, Suite 1625, Southfield MI 48075, United States DESCRIPTION: Business activities for running our practice include financial planning, investment advisory, insurance analysis, team management, recordkeeping and document storage, prospecting, and marketing.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-18
  • S66 Uniform Combined State Law Examination
    2018-07-18
Designations
Other Names
  • Jared Blake Weinerman
  • Jared Weinerman

View on SEC IAPD

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