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Jack Lehman

Osaic Wealth, Inc.

Fort Mitchell, KY

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-01-24
TX RA APPROVED 2025-01-24
  • KY RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED
    Since 2025-01-24

Branch Locations

211 Grandview Drive Suite 236, Fort Mitchell, KY 41017 • 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
Thoroughbred Financial Agency Fort Mitchell KY 05/2022 Present
Kroger Elizabethtown KY 08/2018 Present
Student Elizabethtown KY 08/2011 05/2022
Osaic Wealth, Inc. Fort Mitchell KY 01/2025 Present
Kmk Financial Ft. Mitchell KY 01/2025 Present
  • 05/2022 → Present
    Thoroughbred Financial Agency
    Fort Mitchell, KY
  • 08/2018 → Present
    Kroger
    Elizabethtown, KY
  • 08/2011 → 05/2022
    Student
    Elizabethtown, KY
  • 01/2025 → Present
    Osaic Wealth, Inc.
    Fort Mitchell, KY
  • 01/2025 → Present
    Kmk Financial
    Ft. Mitchell, KY
Previous Registrations
  • 2023-04-11 → 2025-01-24
    Osaic Fs, Inc.
    Lexington, KY
    Fort Mitchell, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-29
  • S66 Uniform Combined State Law Examination
    2022-12-29

View on SEC IAPD

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Other Investors

ROBB ALLEN NEWMAN
MICHAEL JAMES CASON
KIMBERLY MICHELLE BASHAM
JENNIFER G. DRAPP
MARK CHARLES LINDLOFF
DEAN RUSSELL INMAN
SONIA KAY DEMOSS
BRIAN SCOTT TEWES

Other Offices

PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
AMERIPRISE FINANCIAL SERVICES, LLC · Fort Mitchell, KY
OSAIC WEALTH, INC. · Fort Mitchell, KY
OSAIC WEALTH, INC. · FORT MITCHELL, KY
VALMARK ADVISERS, INC. · FORT MITCHELL, KY
HORAN WEALTH, LLC · Fort Mitchell, KY
CETERA INVESTMENT ADVISERS LLC · FORT MITCHELL, KY

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