Jennifer Quynh Phuong Dewater

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

• 07/2020 → 08/2020
  Kms Financial Services, Inc.
  Seattle, WA
• 08/2016 → 01/2020
  Office Of Vivienne Strickler
  Seattle, WA
• 09/2020 → 05/2021
  Lpl Financial
  Bellevue, WA
• 02/2020 → 06/2020
  Unemployed
  Seattle, WA
• 06/2021 → 03/2022
  Unemployed
  Kent, WA
• 03/2022 → 05/2022
  Securities America, Inc.
  Vashon, WA
• 03/2022 → 05/2022
  Securities America Advisors
  Vashon, WA
• 05/2022 → 01/2024
  Woodbury Financial Services Inc
  Vashon, WA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Vashon, WA

Previous Registrations

• 2022-05-02 → 2024-01-19
  Woodbury Financial Services, Inc.
  Vashon, WA
• 2022-03-18 → 2022-05-02
  Securities America Advisors, Inc.
  Vashon, WA
• 2020-09-01 → 2021-12-14
  Lpl Financial Llc
  Meridian, ID
  Bellevue, WA
  Bellevue, WA

Other Businesses

1) IRREVOCABLE TRUST FBO JESSICA VU POSITION: Trustee NATURE: I am the trustee for a trust for the benefit of my sister, Jessica Vu INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/27/2018 ADDRESS: 22826 96th Pl S, Kent WA 98031, United States DESCRIPTION: Trustee, manage trust assets including securities and cash. 2) RDI FINANCIAL SERVICES INC. POSITION: Secretary NATURE: S-CorpI am a 25% shareholder. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/06/2022 ADDRESS: 33810 Weyerhaeuser Way S, Ste 104, Federal Way WA 98001, United States DESCRIPTION: The purpose of this OBA is to disclose DBA RDI Financial Services. This is a partnership that includes myself, Heidi Strom, Evan Lewis, and Thomas Kraabel.?

Exams

• S66 Uniform Combined State Law Examination
  2020-01-13

Other Names

• Jennifer Quynh Phuong Vu