Robert Lynn Javens

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

• 07/2015 → 01/2024
  Woodbury Financial Services Inc
  Dubois, PA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Dubois, PA

Previous Registrations

• 2015-07-31 → 2024-01-19
  Woodbury Financial Services, Inc.
  Dubois, PA
  Dubois, PA
• 2015-07-13 → 2015-07-31
  Pruco Securities, Llc.
  Wexford, PA
  Canonsburg, PA
  Saint Marys, PA

Other Businesses

1. CRUMP LIFE INSURANCE SERVICES INC POSITION: AGENT NATURE: LIFE INSURANCE SERVICES INVESTMENT RELATED: YES NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/21/2015 ADDRESS: PO BOX 2453, HARRISBURG PA 17105 DESCRIPTION: LIFE, LONG TERM CARE AND DISABILITY INSURANCE OPTIONS FOR CLIENTS. 2. "ROTARY CLUB OF DUBOIS POSITION: Past President NATURE: Non-profit service club INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2019 ADDRESS: PO Box 271, DuBois PA 15801 DESCRIPTION: Assist President and monitor functions and operations of the Rotary Club of DuBois. Also involved with club membership, Rotary International Service and Vocational/Youth Services. 3. DUBOIS CONTINUUM OF CARE COMMUNITY INC POSITION: Past President Board of Directors NATURE: Not for profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/12/2022 ADDRESS: 212 South 8th Street, DuBois PA 15801 DESCRIPTION: Past President of the Board of Directors Deal with operations, contractors, budgeting, and other issues that arise. Also serve as a board member on the Fiduciary Committee monitoring the 403b plan. 4. GREATER DUBOIS CHAMBER OF COMMERCE POSITION: President Board of Directors NATURE: Public Service INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2023 ADDRESS: 103 Beaver Drive, DuBois PA 15801 DESCRIPTION: Conduct Monthly Board meetings to monitor Director and oversee operations and activities of the Chamber staff and members. 5. HIGHLAND CAPITAL BROKERAGE POSITION: Agent NATURE: Life Insurance Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 03/07/2024 ADDRESS: 15801 Brixham Hill Ave, Suite 450, Charlotte NC 28277 DESCRIPTION: Provide Life, Long Term Care, and disability options for clients 6. ROBERT JAVENS FINANCIAL ADVISORS LLC POSITION: MEMBER NATURE: SOLE MEMBER LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 156 SECURITIES TRADING HOURS: 140 START DATE: 01/01/2025 ADDRESS: 902 BEAVER DR, DUBOIS PA 15801 DESCRIPTION: Conducting my Financial Advisor duties and obligations to my clients, including managing and monitoring advisory clients' accounts and portfolios, providing financial advice, helping clients with commission based accounts (annuities and A share mutual funds), some life insurance sales and advice, and managing a staff of one registered assistant and two non-registered assistants.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-12
• S63 Uniform Securities Agent State Law Examination
  2014-07-14

Other Names

• Robert Javens