Robert Lawrence Jones

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:

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2023-11-03

IL RA
APPROVED

Since 2023-11-03

Branch Locations

West Chicago, IL • 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

Organization	City	State	From	To
Lincoln National Life	Chicago	IL	03/1980	Present
Fsc Securities Corporation	West Chicago	IL	09/1993	11/2023
Osaic Wealth, Inc.	West Chicago	IL	11/2023	Present

03/1980 → Present

Lincoln National Life

Chicago, IL
09/1993 → 11/2023

Fsc Securities Corporation

West Chicago, IL
11/2023 → Present

Osaic Wealth, Inc.

West Chicago, IL

Previous Registrations

2000-10-20 → 2023-11-03

Fsc Securities Corporation

West Chicago, IL

Other Businesses

1.JONES INSURANCE AGENCY POSITION: owner NATURE: Sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1980 ADDRESS: 1005 ASTER LANE, WEST CHICAGO IL 60185, United States DESCRIPTION: Selling and servicing life and health insurance

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1991-12-12

S63 Uniform Securities Agent State Law Examination

1991-12-12

Designations

Certified Financial Planner

Other Names

Bob Jones

View on SEC IAPD