James Jay Hoskins

Employer firm

Family Wealth Advisory Group, LLC CRD 130595

$396M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• MATTERS NOT INVOLVING SECURITIES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2003 → Present
  Lincoln Financial Advisors
  Cincinnati, OH
• 03/2003 → Present
  Lincoln National Life Ins Co
  Cincinnati, OH
• 01/2005 → Present
  Family Wealth Advisory Group, Llc
  Cincinnati, OH
• 07/2002 → Present
  Kaplan College
  Boca Raton, FL

Previous Registrations

• 2003-05-21 → 2005-01-10
  Osaic Fa, Inc.
  Cincinnati, OH

Other Businesses

1. AGENT FOR LIFE & HEALTH INSURANCE AND VARIABLE ANNUITIES THROUGH APPOINTMENTS WITH VARIOUS OUTSIDE INSURANCE FIRMS THAT ARE ON APPROVED LFA LIST. 2. AMEDF (AMERICAN EDUCATION FOUNDATION)-A 501-C-3 ORGANIZATION-COLLEGE FINANCIAL AID PLANNING-PO BOX 1685 AMHERST NY 14226-9/3/04 TO PRESENT-TRUSTEE OF SOUTHERN OHIO CHAPTER BOARD AND AN INSTRUCTOR/TEACHING SEMINARS-8 HRS PER MONTH ON AVERAGE IN TOTAL, 5 HRS PER MONTH ON AVERAGE DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2003-05-20

Designations

• Certified Financial Planner