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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2023-10-31
  • TN RA
    APPROVED
    Since 2023-10-31

Branch Locations

2908 Poston Ave. Ste. 1, Nashville, TN 37203 • United States

Nashville, TN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Nashville TN 05/2012 10/2023
Independent Financial Partners Nashville TN 06/2012 11/2018
Osaic Wealth, Inc. Nashville TN 10/2023 Present
Previous Registrations
  • 2013-06-26 → 2023-11-08
    Nashville, TN
    Tampa, FL
    Nashville, TN
  • 2012-06-01 → 2018-11-23
    Nashville, TN
  • 2010-11-16 → 2012-05-31
    Vsr Financial Services, Inc.
    Overland Park, KS
    Nashville, TN
  • 2004-03-01 → 2010-12-03
    Grove Point Investments, Llc
    Nashville, TN
    Nashville, TN
Other Businesses

1. JACKSON AND ASSOCIATES POSITION: registered rep/iar NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/01/2023 ADDRESS: 214 19th ave north, Nashville TN 37203, United States DESCRIPTION: sales/marketing of securities, investment advisory and insurance products

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1980-11-18
  • S63 Uniform Securities Agent State Law Examination
    1980-11-18
Designations
Other Names
  • Joe Jackson

View on SEC IAPD

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