Jeffrey Bruce Lerner

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

• 08/2014 → 12/2017
  Metlife Securities
  Fort Lauderdale, FL
• 07/2016 → 12/2017
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 12/2017
  Mml Investors Services, Llc
  Boca Raton, FL
• 12/2017 → 09/2023
  Sagepoint Financial, Inc.
  Fort Lauderdale, FL
• 09/2023 → Present
  Osaic Wealth, Inc.
  Sudbury, MA

Previous Registrations

• 2017-12-15 → 2023-09-01
  Osaic Services, Inc.
  Fort Lauderdale, FL
  Sudbury, MA
• 2017-03-25 → 2017-12-19
  Mml Investors Services, Llc
  Boca Raton, FL
• 2014-08-26 → 2017-03-25
  Msi Financial Services, Inc.
  Fort Lauderdale, FL
  Boca Raton, FL
• 2003-07-01 → 2014-08-26
  Wells Fargo Clearing Services, Llc
  Boca Raton, FL
  Boca Raton, FL
• 2000-04-10 → 2003-07-01
  Prudential Equity Group, Llc
  Boca Raton, FL

Other Businesses

1) CREATIVE FINANCIAL NETWORK POSITION: Agent NATURE: Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2021 ADDRESS: 22 Farmstead Lane, Unit 404, Sudbury MA 01776, United States DESCRIPTION: Selling Fixed, Life, Disability, LTC, direct with Insurance Carrier.

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-10-04