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Jeremiah Cole Thompson

Osaic Wealth, Inc.

Frederick, MD

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-17
MD RA APPROVED 2023-11-03
  • TX RA
    APPROVED
    Since 2025-04-17
  • MD RA
    APPROVED
    Since 2023-11-03

Branch Locations

9099 Ridgefield Drive Suite 101, Frederick, MD 21701 • 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
Kramer Financial, Llc Dba Kramer Wealth Managers Frederick MD 05/2013 Present
Fsc Securities Corporation Frederick MD 03/2014 02/2022
Fsc Securities Corporation Frederick MD 02/2022 11/2023
Kramer Financial, Llc Dba Kramer Wealth Managers Frederick MD 02/2022 Present
Osaic Wealth, Inc. Frederick MD 11/2023 Present
  • 05/2013 → Present
    Kramer Financial, Llc Dba Kramer Wealth Managers
    Frederick, MD
  • 03/2014 → 02/2022
    Fsc Securities Corporation
    Frederick, MD
  • 02/2022 → 11/2023
    Fsc Securities Corporation
    Frederick, MD
  • 02/2022 → Present
    Kramer Financial, Llc Dba Kramer Wealth Managers
    Frederick, MD
  • 11/2023 → Present
    Frederick, MD
Previous Registrations
  • 2016-03-17 → 2023-11-03
    Fsc Securities Corporation
    Frederick, MD
Other Businesses

1. KRAMER FINANCIAL, LLC DBA KRAMER WEALTH MANAGERS POSITION: Financial Advisor NATURE: Limited Liability Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 09/23/2013 ADDRESS: 9099 Ridgefield Dr Ste 101, Frederick MD 21701, United States DESCRIPTION: Financial Advisor for Kramer Financial DBA Kramer Wealth Managers. Also, I provide the support to other advisors within Kramer Wealth Managers. 2. JEREMIAH THOMPSON POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2022 ADDRESS: 9099 Ridgefield Drive, Suite 101, Frederick MD 21701, United States DESCRIPTION: Sell fixed insurance products 3. FYIFI POSITION: Founder NATURE: Currently, it is just a marketing name with the goal of becoming a non-profit organization in future. No formal business has been formed. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/20/2022 ADDRESS: 9099 Ridgefield Drive, Suite 101, Frederick MD 21701, United States DESCRIPTION: Content creator and manage the website, www.fyifi.org. This is a financial literacy website that provides content in American Sign Language. 4. CAPITAL GROUP ABLE ADVISORY COUNCIL POSITION: Council Member NATURE: An advisory council for Capital Group regarding ABLE America (ABLE Accounts) INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/25/2025 ADDRESS: 333 S. Hope Street, Los Angeles CA 90071, United States DESCRIPTION: Share thoughts, feedback and ideas directly with ABLE America product managers

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-10
  • S66 Uniform Combined State Law Examination
    2016-03-10
Designations
Other Names
  • Jeremiah Cole Thompson
  • Cole Thompson

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