Jake James Skala

Current Employers

Employment History

• 01/2023 → 06/2024
  Securities America, Inc.
  Lincoln, NE
• 09/2022 → Present
  Driven Academy
  Lincoln, NE
• 03/2021 → Present
  Futurity First Insurance Group
  Lincoln, NE
• 08/2018 → 05/2020
  Barton Community College
  Great Bend, KS
• 06/2019 → 12/2019
  Huber Chevrolet, Inc.
  Omaha, NE
• 10/2022 → Present
  Oci Insurance & Financial Services, Inc.
  Elkhorn, NE
• 08/2014 → 05/2018
  Kearney High School
  Kearney, NE
• 08/2020 → 08/2022
  University Of Nebraska - Lincoln
  Lincoln, NE
• 01/2023 → 06/2024
  Securities America Advisors
  Lincoln, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Lincoln, NE

Previous Registrations

• 2023-01-31 → 2024-06-14
  Securities America Advisors, Inc.
  Lincoln, NE
  Lincoln, NE

Other Businesses

1) OCI INSURANCE AND FINANCIAL SERVICES, INC. POSITION: Producer NATURE: Providing insurance brokerage services. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2022 ADDRESS: 4221 North 203rd Street Suite 200, Elkhorn NE 68022, United States DESCRIPTION: Refer clients to OCI for health insurance and split commissions with them. Follow up with the clients and service the relationship. 2) SKALA PITCHING PERFORMANCE POSITION: Owner NATURE: This is my LLC for baseball pitching instruction. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2025 ADDRESS: 5750 Johanna Road, Lincoln NE 68507, United States DESCRIPTION: I am a pitching coach and I train athletes typically between 5-8pm. 3) FUTURITY FIRST INSURANCE GROUP POSITION: Financial Advisor NATURE: Life insurance, LTC, and annuities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 100 START DATE: 03/01/2021 ADDRESS: 3401 Village Drive, STE 202, Lincoln NE 68516, United States DESCRIPTION: Understand the client's wants and needs to fulfill their long-term goals. Use our platform to sell life insurance, long-term care, and annuity products to protect assets and plan for the future. 4) MIDPLAINS ADVISORS POSITION: Financial Advisor NATURE: Life insurance, annuities, and investments. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 210 START DATE: 03/01/2021 ADDRESS: 3401 Village Drive, STE 202, Lincoln NE 68516, United States DESCRIPTION: I use MidPlains Advisors as my marketing name. 5) LIFETIME RETIREMENT PARTNERS POSITION: Financial Advisor NATURE: Life insurance, annuities, and investments. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 210 START DATE: 05/31/2026 ADDRESS: 17117 Oak Drive, STE A, Omaha NE 68130, United States DESCRIPTION: I use Lifetime Retirement Partners as my marketing name. 6.)403(B) WEALTH PLAN POSITION: Financial Advisor NATURE: Sole Proprietorship. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/29/2026 ADDRESS: 17117 Oak Drive, STE A, Omaha NE 68130, United States DESCRIPTION: This is a marketing name for our financial advising practice. We wanted a brand that was tailored to school districts for working with 403(b) plans.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-01-25
• S65 Uniform Investment Adviser Law Examination
  2022-11-22