Jordan Anthony Lamarca

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

• 08/2017 → 05/2023
  Minnesota Life
  St. Pual, MN
• 08/2017 → Present
  Evershore Financial Group
  Orlando, FL
• 08/2017 → 05/2023
  Securian Financial Services Inc.
  St. Paul, MN
• 11/2015 → 05/2017
  Logan University
  Chesterfield, MO
• 05/2023 → 08/2023
  Royal Alliance Associates, Inc.
  Ocala, FL
• 08/2023 → Present
  Osaic Wealth, Inc
  Ocala, FL

Previous Registrations

• 2017-11-17 → 2023-05-17
  Securian Financial Services, Inc.
  Maitland, FL

Other Businesses

1. FREEDOM FINANCIAL GROUP, LLC POSITION: Investment Advisor Representative conducting securities and advisor business under this business name. NATURE: LLC INVESTMENT RELATED: Yes, NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/12/2023 ADDRESS: 2285 Parr Dr, The Villages FL 32162, United States DESCRIPTION: Sales and Marketing. 2. FREEDOM FINANCIAL GROUP, LLC (1) POSITION: agent NATURE: LLC INVESTMENT RELATED: Yes, NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/12/2023 ADDRESS: 2285 Parr Dr, The Villages FL 32162, United States DESCRIPTION: Insurance Broker 3. LAMARCA HOME POSITION: Property owner NATURE: We purchased a home in October, and the property has a separate structure on location. We are able to rent out camper and RV space on the party. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/07/2025 ADDRESS: 3711 Gregory Rd, Lady Lake FL 32159, United States DESCRIPTION: collect rent for RV Storage.

Exams

• S66 Uniform Combined State Law Examination
  2017-11-07