Jerry Boda

Current Employers

Employment History

• 01/2009 → Present
  Sagepoint Financial, Inc
  Flower Mound, TX
• 09/2023 → Present
  Osaic Wealth, Inc.
  Flower Mound, TX

Previous Registrations

• 2017-02-22 → 2023-09-01
  Osaic Services, Inc.
  Flower Mound, TX
• 2002-06-07 → 2017-11-14
  Boda Financial Group,Inc
  Flower Mound, TX
• 1990-11-12 → 2002-06-11
  Sunamerica Securities, Inc.
  Flower Mound, TX

Other Businesses

1) JERRY BODA REAL ESTATE BROKER POSITION: Owner/Real Estate Broker NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2007 ADDRESS: 4613 Oak Spring Drive, Flower Mound TX 75028, United States DESCRIPTION: I have maintained a real estate salespersons license since the early 80s. However, I have never been gainfully employed in the real estate industry. I maintained my license most of those years in an "inactive" status until 2 yrs ago so that I could sit for the real estate BROKERS exam which I took and passed last month, Sept 2007. I do not actively work the Real Estate market but have it for personal investment knowledge and educational reasons and referrals to other brokers. 2) BODA FINANCIAL GROUP, INC POSITION: Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 01/01/1990 ADDRESS: 2201 Spinks Road, Suite 292, Flower Mound TX 75022, United States DESCRIPTION: LONG TERM CARE, DISABILITY, HEALTH, TERM & FIXED LIFE INSURANCE, FIXED ANNUITIES, LONG TERM DISABILITY... 3) JERRY AND JENNIFER BODA RANCH POSITION: Owner NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2009 ADDRESS: 4613 Oak Springs Dr, Flower Mound TX 75028, United States DESCRIPTION: Our 20 acre Ranch has grazed cattle part of the year when coastal hay is green on the pastures. During periods of drought we do not maintain cattle. Last few years we simply bale our coastal hay and use for our livestock. 2009 first year of operation. I do not receive compensation/salary for managing our family land but I do spend money buying cattle and receive money when I sell them at auction. This is not compensation (salary). It is considered proceeds from a sale of a farm livestock. In the past I have spent $2K approx buying cattle. Presently due to drought we have not run cattle on our ranch.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-21
• S63 Uniform Securities Agent State Law Examination
  1990-10-30

Designations