Jarrod Stewart

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 → 11/2020
  Kms Financial Services, Inc
  Seattle, WA
• 09/2014 → 08/2017
  Inspirus Credit Union
  Seattle, WA
• 11/2020 → Present
  Securities America, Inc.
  La Vista, NE
• 11/2020 → Present
  Securities America Advisors, Inc.
  La Vista, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2020-11-06 → 2024-06-14
  Securities America Advisors, Inc.
  Seattle, WA
  La Vista, NE
• 2018-05-18 → 2020-11-06
  Kms Financial Services, Inc.
  Seattle, WA
  Seattle, WA

Exams

• S66 Uniform Combined State Law Examination
  2018-05-18

Other Names

• Jarrod Thomas Stewart