Jeffrey David Lammert

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

• 06/2016 → 01/2025
  Lincoln Financial Advisors
  Columbus, OH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Columbus, OH

Previous Registrations

• 2016-06-21 → 2025-01-24
  Osaic Fa, Inc.
  Columbus, OH
• 2011-10-04 → 2016-06-22
  U.S. Bancorp Investments, Inc.
  Columbus, OH
  Columbus, OH
  Columbus, OH
  Columbus, OH
  Columbus, OH
  Hilliard, OH
  Hilliard, OH
• 2009-09-01 → 2011-10-04
  Chase Investment Services Corp.
  Worthington, OH
• 2009-01-02 → 2009-06-08
  Raymond James Financial Services Advisors, Inc
  Saint Petersburg, FL
• 2004-06-25 → 2009-01-02
  Raymond James Financial Services, Inc.
  Columbus, OH
  Columbus, OH
  Upper Arlington, OH
• 2002-03-27 → 2004-06-23
  Osaic Fa, Inc.
  Columbus, OH

Other Businesses

Jeffrey Lammert, 7650 Rivers Edge Drive, Columbus, OH. 43235, Insurance, Investment Related, Agent, Offers accident and health insurance, disability insurance, long term care, equity indexed annuities, fixed annuities, and traditional life insurance. Started on 06/2016 working 10 HPM all during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2009-08-24
• S63 Uniform Securities Agent State Law Examination
  2004-10-22

Designations

• Certified Financial Planner