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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-06-20 |
| TX | RA | APPROVED | 2024-06-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James A. Reichert Dba Reichert Financial Services | Perrysburg | OH | 01/2010 | Present |
| Next Financial Group, Inc. | Houston | TX | 08/2015 | 06/2024 |
| Osaic Wealth, Inc. | Maumee | OH | 06/2024 | Present |
1. REICHERT FINANCIAL SERVICES POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 04/30/2024 ADDRESS: 4331 Keystone Dr., Suite D, Maumee OH 43537, United States DESCRIPTION: Sell and service investment products to my clients. 2. JENNIFER LINDSAY INSURANCE AGENT POSITION: Insurance Agent NATURE: Sole Prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/30/2024 ADDRESS: 4331 Keystone Dr, Suite D, Maumee OH 43537, United States DESCRIPTION: Sell and service insurance products to my clients. 3. JENNIFER REICHERT LINDSAY FINANCIAL SERVICES, LLC POSITION: OWNER NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/30/2024 ADDRESS: 4331 Keystone Dr, Suite D, Maumee OH 43557, United States DESCRIPTION: Run my business through 4. JBL LEGACY HOLDINGS LLC. POSITION: Sole Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/15/2025 ADDRESS: 7500 Valhalla Dr, Maumee OH 43537, United States DESCRIPTION: Silent partner in business opportunities. Initial investment is into Rally Point LLC which is a Pickleball Facility. I am buying Class B shares which have no voting rights. I will receive a return on profits after year 2. 5.GENERALS 4 GENS (FINANCE COMMITTE) POSITION: Finance Committee Member NATURE: 5013c Foundation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2026 ADDRESS: 9565 Bucher Rd, Whitehouse OH 43571, United States DESCRIPTION: Assisting in selecting a financial advisor to manage the funds for the new 5013c foundation. I will not be giving financial advise in this role.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-08-14 |
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