Jordan Paul Marchewka

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

• 07/2014 → 07/2022
  Consumers Energy
  Jackson, MI
• 09/2017 → 07/2022
  Fsc Securities Corp
  Atlanta, GA
• 03/2019 → 07/2022
  Hfg Advisors Inc.
  Kalamazoo, MI
• 07/2022 → 11/2023
  Fsc Securities Corp
  Atlanta, GA
• 07/2022 → Present
  Hfg Advisors Inc
  Kalamazoo, MI
• 11/2023 → Present
  Osaic Wealth, Inc.
  Kalamazoo, MI

Previous Registrations

• 2019-03-19 → 2023-11-03
  Fsc Securities Corporation
  Kalamazoo, MI
  Atlanta, GA

Other Businesses

1. HFG FINANCIAL GROUP INSURANCE POSITION: Registered Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/23/2019 ADDRESS: 5659 W Michigan Ave #100, Kalamazoo MI 49009, United States DESCRIPTION: I am currently life and health licensed but have not used as of yet. 2. HFG FINANCIAL GROUP POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/18/2019 ADDRESS: 5659 W Michigan Ave #100, Kalamazoo MI 49009, United States DESCRIPTION: Financial Advisor working with my own clients and well as supporting Dan Youngs with his clients.Series 24 - Doing OSJ work as a delegate. 3. PATHWAYS FINANCIAL GROUP LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/18/2019 ADDRESS: 5659 W. Michigan, Kalamazoo MI 49009, United States DESCRIPTION: Series 24 - Doing some administrative and OSJ Work 4. THE BRIDGE CHURCH POSITION: Finance Team Member NATURE: Church Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 7200 Angling Rd, Portage MI 49024, United States DESCRIPTION: I am part of the finance team committee at the Bridge Church. We look over the church's budget and help allocate funds to various areas.

Exams

• S66 Uniform Combined State Law Examination
  2019-03-18

Designations

• Certified Financial Planner