Jonathan Phillip Metzger

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

• 08/2013 → 11/2016
  Wells Fargo Advisors, Llc
  Charlotte, NC
• 11/2016 → 06/2021
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 06/2021 → 01/2024
  Woodbury Financial Services Inc
  Cornelius, NC
• 01/2024 → Present
  Osaic Wealth, Inc.
  Charlotte, NC

Previous Registrations

• 2021-06-11 → 2024-01-19
  Woodbury Financial Services, Inc.
  Cornelius, NC
  Charlotte, NC
  Cornelius, NC
• 2013-08-22 → 2021-06-17
  Wells Fargo Clearing Services, Llc
  Huntersville, NC
  Cornelius, NC
  Charlotte, NC
  Charlotte, NC
• 2012-02-21 → 2013-08-29
  Ubs Financial Services Inc.
  Phoenix, AZ

Other Businesses

1. BURN BOOT CAMP POSITION: Co Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/05/2019 ADDRESS: 13946 Estate Manor Dr, Gainesville VA 20155, United States DESCRIPTION: Supervision 2. GCG WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/14/2021 ADDRESS: 9115 Harris Corners Pkwy, Charlotte NC 28269, United States DESCRIPTION: Financial advisor. 3. FIXED INSURANCE POSITION: Agent-Insurance Producer NATURE: Wealth management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/01/2021 ADDRESS: 1415 Vantage Park Dr. Ste 250, Charlotte NC 28203, United States DESCRIPTION: Sales and service of fixed insurance and annuities.

Exams

• S66 Uniform Combined State Law Examination
  2011-04-18