Joy Yvette Jackson

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

• 03/2007 → Present
  Nl Financial Alliance
  New York, NY
• 09/2013 → 10/2024
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2021-08-23 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2002-01-14 → 2007-03-21
  Equitable Advisors, Llc
  New York, NY
  New York, NY

Other Businesses

PENN MUTUAL LIFE INSURANCE COMPANY POSITION: Life Insurance Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2022 ADDRESS: 600 Dresher Road, Horsham PA 19044, United States DESCRIPTION: Life insurance agent. Have not placed any business with this company since 2022.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-17
• S63 Uniform Securities Agent State Law Examination
  1997-08-13