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Jennifer Lynn Eastbourne

Osaic Institutions, Inc.

Glastonbury, CT

Mystic, CT

CRD 5723853

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Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • SOLICITATION SERVICES FOR OTHER ADVISERS

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

Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2013-11-07
  • CT RA
    APPROVED
    Since 2013-11-07

Branch Locations

273 Hebron Ave, Glastonbury, CT 06033 • United States

2 Water Street, Mystic, CT 06355 • 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
Osaic Institutions, Inc. (For Infinex Investments, Inc) Meriden CT 09/2013 Present
Chelsea Groton Bank Mystic CT 09/2013 Present
  • 09/2013 → Present
    Osaic Institutions, Inc. (For Infinex Investments, Inc)
    Meriden, CT
  • 09/2013 → Present
    Chelsea Groton Bank
    Mystic, CT
Previous Registrations
Other Businesses

1.) Chelsea Groton Bank. Yes, investment related. Banking. Team Manager - FVP. Started Sept 2023.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-01
  • S66 Uniform Combined State Law Examination
    2011-06-01
Other Names
  • Jennifer Lynn Clark

View on SEC IAPD

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