Jodi Lynn Bukowski

Current Employers

Employment History

• 02/2012 → 10/2017
  Simple Soiree
  Reading, PA
• 10/2017 → 05/2023
  New York Life Insurance Co
  Harrisburg, PA
• 09/2018 → 05/2023
  Nylife Securities Llc
  Harrisburg`, PA
• 05/2021 → Present
  Grandview Financial Partners, Llc
  Wyomissing, PA
• 08/2021 → 05/2023
  Eagle Strategies Llc
  Wyomissing, PA
• 05/2023 → 09/2023
  Sagepoint Financial, Inc.
  Reading, PA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Reading, PA

Previous Registrations

• 2023-05-01 → 2023-09-01
  Osaic Services, Inc.
  Reading, PA
• 2021-08-24 → 2023-05-03
  Eagle Strategies Llc
  Wyomissing, PA

Other Businesses

1) RENTAL PROPERTY POSITION: Owner/Landlord NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2017 ADDRESS: 55 Grandview Blvd, Reading PA 19609, United States DESCRIPTION: Rental property in Philadelphia; 870 N 28th Street Apt 209 Philadelphia, PA 19130; creates rental income. 2) INSURANCE AGENT POSITION: Insurance Agent NATURE: Insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/01/2023 ADDRESS: 38 East Lancaster Avenue, Reading PA 19607, United States DESCRIPTION: Appointed with outside insurance carriers for the purpose of brokering non-registered insurance products. 3) WYOMISSING SWIM TEAM CORP POSITION: Fundraising Chair NATURE: This is a non-profit corporation that runs and organizes the youth swim team Wyomissing Wahoos.? INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/19/2025 ADDRESS: 55 Grandview Blvd, Reading PA 19609, United States DESCRIPTION: I will be overseeing the fundraising efforts of the organization which includes coming up with fundraising ideas and goals and helping to implement them. 4) ALVERNIA WOMEN'S COUNCIL POSITION: Committee Member NATURE: Non-Profit Corporation. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2021 ADDRESS: 400 St Bernardine Street, Reading PA 19607, United States DESCRIPTION: Serve on the award committee that is responsible for selecting the annual Bernardine Legacy Award. 5) LIFETIME FINANCIAL SERVICES POSITION: Representative NATURE: Doing business as ("DBA") name, "Lifetime Financial Services?." INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2023 ADDRESS: 38 East Lancaster Avenue, Reading PA 19607, United States DESCRIPTION: Doing business as ("DBA") name, "Lifetime Financial Services?." 6) WYOMISSING AREA EDUCATION FOUNDATION POSITION: Board Member NATURE: Non-profit association that raises funds to be used for educational grants to the Wyomissing Area School District INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2025 ADDRESS: 630 Evans Avenue, Wyomissing PA 19610, United States DESCRIPTION: Sit on advisory board for the foundation helping to steer its fundraising activities, broaden awareness for the organization and determine how grant monies are allocated.

Exams

• S66 Uniform Combined State Law Examination
  2021-08-13
• S63 Uniform Securities Agent State Law Examination
  2020-06-23

Other Names

• Jodi Bukowski Stewart
• Jodi L Bukowski