Jeffrey J Kosek

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
FL	RA	APPROVED	2025-01-24
OH	RA	APPROVED	2025-01-24
TX	RA	APPROVED_RES	2025-01-24

FL RA
APPROVED

Since 2025-01-24
OH RA
APPROVED

Since 2025-01-24
TX RA
APPROVED_RES

Since 2025-01-24

Branch Locations

100 Park Avenue Suite 425, Orange Village, OH 44122-4242 • United States

999 Vanderbilt Beach Road Suite 340, Naples, FL 34108 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lincoln Financial Advisors	Orange Village	OH	09/2013	01/2025
Osaic Wealth, Inc.	Orange Village	OH	01/2025	Present

09/2013 → 01/2025

Lincoln Financial Advisors

Orange Village, OH
01/2025 → Present

Osaic Wealth, Inc.

Orange Village, OH

Previous Registrations

2013-12-11 → 2025-01-24

Osaic Fa, Inc.

Orange Village, OH

Naples, FL

Naples, FL

Other Businesses

1) JJEFFREY KOSEK 100 PARK AVE. #425, CLEVELAND, OH 44122 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS FIXED AND INDEXED ANNUITIES, LIFE SETTLEMENTS, ACCIDENT, DISABILITY, COMMISSION-BASED GROUP BENEFITS, LONG-TERM CARE, PREMIUM FINANCING, SERVICE FEE-BASED GROUP BENEFITS, AND TRADITIONAL LIFE INSURANCE. START DATE: 4/15/2014 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 6 2) THE KOSEK ORGANIZATION, LLC 100 PARK AVENUE SUITE 425 ORAGNE VILLAGE , OH 44122 CATEGORY: LEGAL ENTITY/LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: LEGAL ENTITY THROUGH WHICH BUSINESS OPERATIONAL EXPENSES ARE MANAGED START DATE: 11/02/2020 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 3) JEFFREY KOSEK POSITION: Agent NATURE: independent contractor for the sale of fixed life and annuity products INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/15/2014 ADDRESS: 100 Park Ave, #425, Cleveland OH 44122, United States DESCRIPTION: prospect for clients, provide information, sell product 4) THE KOSEK ORGANIZATION LLC POSITION: Manager, Owner NATURE: Formed LLC to simply run payroll expenses thru, to pay expenses on behalf of staff. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/02/2020 ADDRESS: 100 Park Ave, #425, Cleveland OH 44122, United States DESCRIPTION: See above. We will manage the LLC. Make deposits and pay expenses.