James Russell Lingerfelt

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

• 08/2010 → 10/2017
  Fyala Security
  Fyffe, AL
• 05/2018 → 08/2024
  Edward Jones
  St Louis, MO
• 10/2017 → 05/2018
  Center Street Securities
  Nashville, TN
• 08/2024 → Present
  Osaic Wealth, Inc.
  Newnan, GA

Previous Registrations

• 2018-07-16 → 2024-08-09
  Edward Jones
  Fyffe, AL
  St Louis, MO
  Newnan, GA
  Newnan, GA

Other Businesses

1. FOXCREST POSITION: Founder NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 180 START DATE: 08/01/2024 ADDRESS: 114 Hodges St, Newnan GA 30263, United States DESCRIPTION: Sole Owner DBA for securities 2. TAX FILING POSITION: Sole Proprietor NATURE: (I work from home which is why I answered #4 the way I did.) I applied for my PTIN and passed the 18 hours in tax continuing education. It was granted. This allows me to file tax returns. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2024 ADDRESS: 114 Hodges St, Newnan GA 30263, United States DESCRIPTION: I'll be filing taxes for people, starting with very simple W-2s. Being brand new to it, it's a service I want to slowly grow over time because all of my clients ask about this service more than anything. I will probably get a separate email address but for now I'm brand new and will advertise word of mouth. 3. JAMES RUSSELL LINGERFELT POSITION: Writer/Videographer NATURE: Above: my branch address is my home. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2012 ADDRESS: 114 Hodges St, Newnan GA 30263, United States DESCRIPTION: I've written self-published novels and made some videos. Sometimes I get royalties from them but it's rare. 4. JR LINGERFELT POSITION: Videographer NATURE: I have a YouTube channel where I do instructional videos on writing stories as well as inspirational/wisdom videos. Google recently qualified me to make money from ads they place on the videos. I expect to receive my first check at the end of January 2025. My channel is here: YouTube.com/@jrlingerfelt INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/27/2025 ADDRESS: Online, Newnan GA 30263, United States DESCRIPTION: I've uploaded videos I've made for fun over the years but recently I was qualified after gaining 1,000 followers and 4,000 watch hours in a trailing 12 month period to earn money from Google when they place ads on the video. They are not related to securities or insurance, just writing, the arts, self improvement.

Exams

• S66 Uniform Combined State Law Examination
  2018-07-13