Jason Robert Egge

Current Employers

Employment History

• 01/2004 → Present
  Banker'S Trust
  Des Moines, IA
• 07/2015 → 06/2024
  Securities America Inc
  Windsor Heights, IA
• 05/2016 → 06/2024
  Securities America Advisors
  Windsor Heights, IA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Windsor Heights, IA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Windsor Heights, IA

Previous Registrations

• 2016-05-03 → 2024-06-14
  Securities America Advisors, Inc.
  Windsor Heights, IA
  West Des Moines, IA
  Windsor Heights, IA

Other Businesses

1. BTC FINANCIAL SERVICES - DBA ONLY 2. BTC FINANCIAL SECURITIES POSITION: Financial Advisor NATURE: Osaic Wealth - POSITION: IAR - NATURE: INVESTMENT ADVISORY SERVICES - INVESTMENT RELATED: YES - START DATE: 5/2016 - ADDRESS: 7000 UNIVERSITY AVE, WINDSOR HEIGHTS IA 50324 INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/01/2016 ADDRESS: 7000 University Avenue, Windsor Heights IA 50324, United States DESCRIPTION: I offer advisory services through Osaic Wealth. All of my advisory business goes through Osaic Wealth using their WMP platform. 3. CENTRAL PRESBYTERIAN CHURCH POSITION: Usher NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2024 ADDRESS: 3829 Grand Avenue, Des Moines IA 50312, United States DESCRIPTION: I great church members arriving for worship services on Sunday. After the service I help clean the sanctuary. 4.THEODORE ROOSEVELT HIGH SCHOOL FOUNDATION POSITION: President NATURE: It is a non-profit foundation set up to support students at Roosevelt High School. The foundation's investment portfolio is held at the Community Foundation of Greater Des Moines. Mercer is the asset manager. I do not make any suggestions about the asset management. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/12/2024 ADDRESS: 4419 Center Street, Des Moines IA 50312, United States DESCRIPTION: For years the foundation has had a brokerage account with Pershing/Osaic. That account receives stock donations from donors. Once the stocks are received the Executive Director of the foundation calls to request the stock be sold and the proceeds sent to the bank on record. I have been listed as the registered representative. Since I am on the board now we have moved the account to Joseph Tursi in our office. The support center case in 06634810. I am now serving as President. In this role I will be soliciting donations for the Foundation. Part of the donations could be stock donations into the Pershing account I referenced.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-02
• S63 Uniform Securities Agent State Law Examination
  2004-01-19