Jennifer Cerra Vawter

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

• 03/2016 → 05/2017
  Tcm Securities, Inc.
  Woodstock, GA
• 03/2016 → 05/2017
  Triumph Wealth Advisors
  Woodstock, GA
• 11/2015 → 04/2017
  Mcpherson Financial Group
  Melbourne, FL
• 08/2017 → Present
  Independent Financial Group
  Melbourne, FL
• 12/2021 → Present
  Royal Alliance Associates, Inc.
  Jersey City, NJ

Previous Registrations

• 2022-01-04 → 2024-01-19
  Woodbury Financial Services, Inc.
  Melbourne, FL
  Oakdale, MN
• 2022-01-04 → 2023-11-03
  Fsc Securities Corporation
  Atlanta, GA
  Melbourne, FL
• 2022-01-04 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
  Melbourne, FL
• 2017-08-15 → 2021-12-01
  Independent Financial Group, Llc
  Melbourne, FL
  Melbourne, FL
  San Diego, CA
• 2016-05-02 → 2017-05-09
  Triumph Wealth Advisors, Inc.
  Melbourne, FL
  Acworth, GA
• 2013-03-15 → 2015-04-16
  Ameriprise Financial Services, Llc
  Melbourne, FL
• 2012-07-27 → 2013-01-30
  Next Financial Group, Inc.
  Melbourne, FL
• 2009-10-23 → 2011-02-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Melbourne, FL
  Rockledge, FL
  Orlando, FL
• 2007-05-10 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Melbourne, FL
  Orlando, FL

Other Businesses

(1) PHOTOGRAPHY BY JENNIFER POSITION: Independent Contractor NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1996 ADDRESS: CONDUCTED OUT OF HOME, United States DESCRIPTION: Photograph events (2) CUSTOM FLORAL ARRANGEMENTS POSITION: owner NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2017 ADDRESS: CONDUCTED OUT OF HOME, United States DESCRIPTION: PART TIME SALES OF CUSTOM FLORAL ARRANGEMENTS (3) NOTARY POSITION: Notary NATURE: Notary INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/23/2003 ADDRESS: CONDUCTED OUT OF HOME, United States DESCRIPTION: NOTARY PUBLIC 4) FLORIDA NOTARY PUBLIC POSITION: Notary NATURE: Notary INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/23/2003 ADDRESS: home, Melbourne FL 32934, United States DESCRIPTION: Notary Public 5) PHOTOGRAPHY BY JENNIFER POSITION: Independent Contractor NATURE: NA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1996 ADDRESS: home, Melbourne FL 32934, United States DESCRIPTION: Photographer 6) CUSTOM FLORAL ARRANGEMENTS POSITION: owner NATURE: Part time sales of custom floral arrangements. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2017 ADDRESS: home, Melbourne FL 32934, United States DESCRIPTION: custom floral arrangements 7) OSAIC FOUNDATION POSITION: Board Member: Assistant Secretary NATURE: Foundation INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/14/2025 ADDRESS: 18700 N Hayden Rd, Suite 255, Scottsdale AZ 85255, United States DESCRIPTION: Assist with secretarial duties and committees

Exams

• S66 Uniform Combined State Law Examination
  2007-05-08

Other Names

• Jennifer Cerra Postich