James Joseph Kirlin

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

• 01/2013 → 01/2025
  Lincoln Financial Advisors
  North Sea Isle City, NJ
• 01/2025 → Present
  Osaic Wealth, Inc.
  Sea Isle City, NJ

Previous Registrations

• 2013-01-07 → 2025-01-24
  Osaic Fa, Inc.
  Haddonfield, NJ
  Sea Isle City, NJ
• 2009-06-02 → 2013-01-15
  Cetera Wealth Services, Llc
  Haddonfield, NJ
  Minnetonka, MN
  King Of Prussia, PA
• 2008-09-30 → 2009-06-01
  Ameritas Investment Company, Llc
  Voorhees, NJ
  Cherry Hill, PA

Other Businesses

1) JAMES J KIRLIN 6426 CENTRAL AVE NORTH SEA ISLE CITY, NJ 08243 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: SOLE PROPRIETOR/AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, LONG TERM INSURANCE, EMPLOYEE BENEFITS AND TRADITIONAL LIFE INSURANCE. START DATE: 12/01/2012 HOURS PER MONTH: 100 HOURS PER MONTH DURING TRADING HOURS: 80 2) JAMES J KIRLIN 6426 CENTRAL AVE., NORTH SEA ISLE CITY, NJ 08243 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: SOLE PROPRIETOR/AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, LONG TERM INSURANCE, EMPLOYEE BENEFITS AND TRADITIONAL LIFE INSURANCE. START DATE: 12/01/2012 HOURS PER MONTH: 100 HOURS PER MONTH DURING TRADING HOURS: 80 3) JAMES KIRLIN DBA PRIVATE CAPITAL SOLUTIONS GROUP 6426 CENTRAL AVENUE NORTH SEA ISLE CITY, NJ 08243 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT INSURANCE, COMMISSION-BASED GROUP BENEFITS, DISABILITY INSURANCE, HEALTH SAVINGS ACCOUNTS, LONG-TERM CARE INSURANCE , SERVICE FEE-BASED GROUP BENEFITS, AND TRADITIONAL LIFE INSURANCE START DATE: 10/24/2014 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 20 4) MILITARY VETERAN ADVISOR CO PRODUCER OF A DOCUMENTARY FOR AMERICAN VETERANS MEDIA POSITION: Consultant, other NATURE: American Veterans Media (formerly American Irish American Films) in conjunction with the Delco Veterans Memorial is creating a historical and educational film about my High School who lost 27 KIA during the Vietnam. I am a graduate of Father Judge and a Marine who was in combat during the War . My role is to provide advisory as to content and help coordinate activities with the filmmakers to help the producer and Director locate families, Vets etc . This is no a money making endeavor but a not for profit venture INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2018 ADDRESS: 653 Maple Ave, Glenholden PA 08243, United States DESCRIPTION: I will provide expertise in helping the Director create the content. I will also help in contacting potential participants such as other veterans, family members of the deceased , priests, teachers, alumni. school officials From time to time I may be part of a meeting or presentation to various groups such as the American legion or a Catholic parish to explain the movie and progress of its development ,

Exams

• S66 Uniform Combined State Law Examination
  2008-09-04
• S63 Uniform Securities Agent State Law Examination
  1982-04-30

Other Names

• Jim Kirlin
• Jimmy Kirlin
• Jimmy Kirlin
• James Joseph Kirlin