Jackson Devere Parrish

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

• 07/2022 → 12/2022
  Spectrum Financial Group Inc.
  Indianapolis, IN
• 01/2023 → 06/2024
  Securities America, Inc.
  Indianapolis, IN
• 09/2012 → 05/2022
  Student
  Noblesville, IN
• 01/2024 → 06/2024
  Securities America Advisors
  Indianapolis, IN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Indianapolis, IN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Indianapolis, IN

Previous Registrations

• 2024-01-08 → 2024-06-14
  Securities America Advisors, Inc.
  Indianapolis, IN

Other Businesses

SPECTRUM FINANCIAL GROUP POSITION: Financial Professional NATURE: Branch DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/08/2025 ADDRESS: 9000 Keystone Crossing Suite 620, Indianapolis IN 46240, United States DESCRIPTION: Insurance sales, investment advice.

Exams

• S66 Uniform Combined State Law Examination
  2023-12-20