Jamie Allen Ogolin

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

• 07/2014 → 10/2017
  Investment Centers Of America, Inc.
  Miles City, MT
• 10/2017 → 06/2024
  Securities America, Inc.
  Miles City, MT
• 10/2017 → 06/2024
  Securities America Advisors
  Miles City, MT
• 06/2024 → Present
  Osaic Wealth, Inc.
  Miles City, MT
• 06/2024 → Present
  Osaic Wealth, Inc.
  Miles City, MT

Previous Registrations

• 2017-10-24 → 2024-06-14
  Securities America Advisors, Inc.
  Miles City, MT
• 2015-02-24 → 2017-10-23
  Investment Centers Of America, Inc.
  Miles City, MT

Other Businesses

1) Miles Community College Position: Board Member Nature: Board member on the Miles Community College Board of Trustees. Investment Related: No Hours: 4 Securities Trading Hours: 1 Start Date: 05/29/2017 Address: 2715 Dickinson St., MILES CITY MT 59301 2) CCEF Position: Board Member Nature: I am a board member on the Custer County Educational Foundation Board of Trustees. Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 08/01/2004 Address: PO Box 1092, MILES CITY MT 59301 3) Insurance Position: Sales Nature: Insurance sales Investment Related: Yes Hours: 8 Securities Trading Hours: 8 Start Date: 10/23/2017 Address: 2404 Main Street, MILES CITY MT 59301 4) SAA Position: Advisory Nature: Advisory Investment Related: Yes Hours: 80 Securities Trading Hours: 80 Start Date: 10/23/2017 Address: 2404 Main Street, MT 59301 5) Big Sky Financial Planning Group - DBA

Exams

• S66 Uniform Combined State Law Examination
  2015-02-23

Other Names

• Jamie Ogolin