Jessica Myers

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

• 11/2017 → 08/2025
  Osaic Wealth Inc
  Milford, CT
• 04/2017 → 11/2017
  National Planning Corporation
  Milford, CT
• 04/2017 → Present
  Valerio Financial Group
  Milford, CT
• 04/2016 → 04/2017
  Stay At Home Mom
  Shelton, CT
• 08/2025 → Present
  Osaic Wealth Inc
  Milford, CT

Other Businesses

1. NOTARY POSITION: Notary NATURE: Notary INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/20/2020 ADDRESS: 200 Platt Lane, Milford CT 06461, United States DESCRIPTION: Notarize documents as needed 2. VALERIO FINANCIAL GROUP POSITION: Administrative Assistant NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 64 SECURITIES TRADING HOURS: 64 START DATE: 03/15/2017 ADDRESS: 200 Platt Lane, Milford CT 06461, United States DESCRIPTION: general administrative tasks and customer service 3. VALERIO TAX EDGE POSITION: Administrative Assistant NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2020 ADDRESS: 200 Platt Lane, Milford CT 06461, United States DESCRIPTION: General administrative duties - supports tax preparation service.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-27
• S63 Uniform Securities Agent State Law Examination
  2025-11-03

Other Names

• Jessica Heady