Jackson James Hollister

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

• 09/2013 → 05/2021
  Full-Time Student
  Bowling Green, OH
• 02/2022 → 05/2022
  Edible Arrangements
  Streetsboro, OH
• 05/2022 → 08/2022
  Unemployed
  Bowling Green, OH
• 08/2022 → 01/2023
  Chic-Fil-A
  Rossford, OH
• 01/2023 → Present
  Hollister Financial
  Bowling Green, OH
• 05/2021 → 02/2022
  Unemployed
  Streetsboro, OH
• 09/2023 → Present
  Osaic Wealth, Inc.
  Bowling Green, OH

Other Businesses

1. HOLLISTER FINANCIAL POSITION: Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/06/2023 ADDRESS: 2150 E. Wooster St., Bowling Green OH 43402, United States DESCRIPTION: I am an assistant for financial advisor Carleton Hollister. 2. HOLLISTER, JACKSON (AGENT) POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2024 ADDRESS: 2150 E. Wooster St., Suite C., Bowling Green OH 43402, United States DESCRIPTION: Occasional insurance sales 3. JACKSON HOLLISTER - INSURANCE AGENT POSITION: Insurance Agent NATURE: Sole Prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 07/29/2025 ADDRESS: 2150 E. Wooster St. Suite C, Bowling Green OH 43402, United States DESCRIPTION: Sell and service insurance products. 4. HOLLISTER FINANCIAL POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 95 SECURITIES TRADING HOURS: 95 START DATE: 07/29/2025 ADDRESS: 2150 E. Wooster St. Suite C, Bowling Green OH 43402, United States DESCRIPTION: Provide securities support to the practice.

Exams

• S66 Uniform Combined State Law Examination
  2026-04-03