Jeffrey Marc Chernoff

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

• 01/2015 → Present
  Iat, Inc Dba Insurance And Trust
  Tampa, FL
• 08/2018 → 09/2023
  Sagepoint Financial, Inc.
  Tampa, FL
• 09/2023 → Present
  Osaic Wealth, Inc.
  Tampa, FL

Previous Registrations

• 2019-06-18 → 2023-09-01
  Osaic Services, Inc.
  Tampa, FL

Other Businesses

1) TAMPA BAY CHAMBER POLICY COUNCIL POSITION: Co-Chair NATURE: - Co-lead monthly policy council committee meetings - Meet with elected officials in partnership with Chamber Staff and outside lobbying firm as it relates to the Chamber's legislative agenda INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2020 ADDRESS: 201 N Franklin St, Suite 201, Tampa FL 33602, United States DESCRIPTION: - Attend monthly policy council committee meetings - Attend programs related to advocacy including but not limited to legislative kickoff, legislative wrap-up, public policy roundatables - Attend an annual trip to Tallahassee and Washington, DC to meet with elected officials as it relates to Tampa Bay Chamber's legislative state and federal agenda - Discuss Topics related to issues going on in the Tampa Bay Community, (e.g. Bipartisanship and Effective Governance in Politics) - Introduce and occasionally moderate discussions with elected officials and their staff related to issues going on in the Tampa Bay Community 2) FIXED INSURANCE SALES POSITION: Vice President NATURE: Sell fixed insurance (2-20 and 2-15 license). INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/04/2011 ADDRESS: 8548 North Dale Mabry Highway, Suite 2A, Tampa FL 33614 DESCRIPTION: Listed under employment history/insurance sales. 3) STAGE WORKS VICE CHAIR POSITION: Vice Chair NATURE: A Not-for-profit Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 1120 E Kennedy Blvd, Suite #151, Tampa FL 33602 DESCRIPTION: - Attend monthly board of directors meetings- Attend monthly executive board meetings - Serve on occasional task forces such as branding task force and young professional subcommittee task force 4) NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS POSITION: Insurance and Financial Advisors Political Action Committee National Board NATURE: a 501c6 INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2024 ADDRESS: 1000 Wilson Boulevard, Suite 1890, Arlington VA 22209 DESCRIPTION: - Attend monthly board meetings- Lead a regional call monthly- Speak to 5 state PAC chairs to assist them in fundraising PAC dollars. 5) IAT WEALTH PARTNERS POSITION: President NATURE: IAT, Inc DBA IAT Wealth Partners S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 12/12/2024 ADDRESS: 8548 N Dale Mabry Highway, Suite 2A, Tampa FL 33614 DESCRIPTION: Branding, Marketing, and Selling Investments and Insurance under this business name. 6) TAMPA BAY CHAMBER EXECUTIVE BOARD OF DIRECTORS POSITION: At-Large Executive Board Member NATURE: Unknown, it's a 501c6 INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2025 ADDRESS: 201 N Franklin St, Suite 201, Tampa FL 33602, United States DESCRIPTION: - Attend monthly executive board of directors meeting, Attend monthly board of directors meeting, Serve as a member of the Finance committee, including attending a monthly meeting 7) IAT WEALTH PARTNERS POSITION: CEO NATURE: IAT, Inc DBA IAT Wealth PartnersLLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 12/12/2024 ADDRESS: 8548 N Dale Mabry Highway, Suite 2A, Tampa FL 33614, United States DESCRIPTION: Branding, Marketing, and Selling Investments and Insurance under this business name. 8) IAT, INC DBA INSURANCE AND TRUST POSITION: Insurance Agent NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/04/2011 ADDRESS: 8548 North Dale Mabry Highway, Suite 2A, Tampa FL 33614, United States DESCRIPTION: Fixed Insurance Sales

Exams

• S66 Uniform Combined State Law Examination
  2019-06-17