Jackson Thomas Graham

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:

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2024-01-09

MA RA
APPROVED

Since 2024-01-09

Branch Locations

Abington, MA • United States

5 Mount Royal Ave Suite 240, Marlborough, MA 01752 • 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

Organization	City	State	From	To
Stop And Shop	Pembroke	MA	01/2018	08/2019
Target	Hanover	MA	04/2020	08/2020
Lucid Landscaping	Pembroke	MA	05/2021	09/2021
Synergy Wealth Partners	Malborough	MA	06/2022	Present
Pembroke School System	Pembroke	MA	01/2011	05/2019
University Of Maine	Orono	ME	08/2019	05/2023
Osaic	Marlborough	MA	10/2023	Present

01/2018 → 08/2019

Stop And Shop

Pembroke, MA
04/2020 → 08/2020

Target

Hanover, MA
05/2021 → 09/2021

Lucid Landscaping

Pembroke, MA
06/2022 → Present

Synergy Wealth Partners

Malborough, MA
01/2011 → 05/2019

Pembroke School System

Pembroke, MA
08/2019 → 05/2023

University Of Maine

Orono, ME
10/2023 → Present

Osaic

Marlborough, MA

Other Businesses

1. SYNERGY WEALTH PARTNERS POSITION: Investment Analyst/Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/12/2023 ADDRESS: 4 Mount Royal Avenue, Suite 120, Marlborough MA 01752, United States DESCRIPTION: Investment analyst and registered assistant to Financial Professional Jessica Cole. 2. JACKSON GRAHAM POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/31/2024 ADDRESS: 33 Edward Dr., Pembroke MA 02359, United States DESCRIPTION: Selling Life Insurance and Fixed Annuities

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-12-13

S66 Uniform Combined State Law Examination

2023-12-13

View on SEC IAPD