Jordan Kelly Browning

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

• 09/2020 → Present
  Vital Insurance Partners
  Fishers, IN
• 03/2016 → 09/2020
  Penn Global Marketing
  Zionsville, IN
• 11/2010 → 09/2018
  Furniture Row Companies
  Clarksville, IN
• 10/2023 → 01/2024
  Woodbury Financial Services Inc
  Pendleton, IN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Pendleton, IN

Other Businesses

1. Vital Insurance Partners (12949 Brookwood Place, Fishers, IN 46037) is not investment related. Position: sales of insurance. Partner of Vital Insurance Partners, beginning 9/2020. Approximately 120 hours per month devoted to this business, 80 of which during securities trading hours. Duties include the sale of life and health insurance and primarily Medicare. 2. VITAL INSURANCE PARTNERS POSITION: Sales/Client Retention NATURE: Health Insurance Agency LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 12949 Brookwood Place, Fishers IN 46037, United States DESCRIPTION: 100% referral based sales for clients transitioning onto Medicare based insurance. 3. CBA ADVISORS POSITION: Sales NATURE: Insurance Agency LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 12949 Brookwood Place, Fishers IN 46037, United States DESCRIPTION: 100% referral based sales for life insurance and multi-year guaranteed (fixed) annuities.

Exams

• S66 Uniform Combined State Law Examination
  2024-02-16