Best Investors Account Sign in

Jesse Earl Jackson-Hohmann

Osaic Wealth, Inc.

Peoria, IL

Claim This Profile
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-01-19
  • IL RA
    APPROVED
    Since 2024-01-19

Branch Locations

456 Fulton St Suite 400, Peoria, IL 61602 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Grove Point Investments, Llc Peoria IL 01/2018 05/2022
Jimmy Johns Peoria IL 11/2017 01/2018
Chipotle Peoria IL 01/2017 10/2017
Fish House Peoria IL 06/2015 05/2017
Grove Point Advisors, Llc Rockville MD 06/2021 05/2022
Woodbury Financial Services Inc Peoria IL 05/2022 01/2024
Osaic Wealth, Inc. Peoria IL 01/2024 Present
  • 01/2018 → 05/2022
    Grove Point Investments, Llc
    Peoria, IL
  • 11/2017 → 01/2018
    Jimmy Johns
    Peoria, IL
  • 01/2017 → 10/2017
    Chipotle
    Peoria, IL
  • 06/2015 → 05/2017
    Fish House
    Peoria, IL
  • 06/2021 → 05/2022
    Grove Point Advisors, Llc
    Rockville, MD
  • 05/2022 → 01/2024
    Woodbury Financial Services Inc
    Peoria, IL
  • 01/2024 → Present
    Peoria, IL
Previous Registrations
  • 2022-05-06 → 2024-01-19
    Woodbury Financial Services, Inc.
    Peoria, IL
  • 2021-06-24 → 2022-05-06
    Grove Point Advisors, Llc
    Rockville, MD
    Peoria, IL
    Peoria, IL
Other Businesses

1. NEST EGG SILVER SERVICES I CONDUCT INSURANCE BUSINESS AT NEST EGG SILVER SERVICES WHICH IS A SUBSIDIARY OF NEST EGG WEALTH MANAGEMENT, INC. I CONDUCT MEDICARE, LTC, AND LIFE INSURANCE BUSINESS. POSITION: Insurance Broker NATURE: Insurance Sales (Investment-Related OBA) INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 07/01/2017 ADDRESS: 4812 N Sheridan Rd, Peoria IL 61614, United States DESCRIPTION: I work as a broker I meet with clients review their needs and make suggestions accordingly. I predominately do Medicare business which involves: finding if clients physicians are in network, calculating estimated drug cost, reviewing plan details with client, reviewing clients monthly budget and finding plans accordingly, etc. Basically I just try to fit the needs of the clients I meet with. Whether they need an IUL, LTC, Medicare, etc. I try to find whatever would work best for their particular situation then present my findings to them. 2. NEST EGG WEALTH MANAGEMENT POSITION: Insurance Broker NATURE: Insurance agency. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/20/2018 ADDRESS: 456 Fulton St Suite 400, Peoria IL 61602, United States DESCRIPTION: I work as a broker I meet with clients review their needs and make suggestions accordingly. I predominately do Medicare business which involves: finding if clients physicians are in network, calculating estimated drug cost, reviewing plan details with client, reviewing clients monthly budget and finding plans accordingly, etc. Basically I just try to fit the needs of the clients I meet with. Whether they need an IUL, LTC, Medicare, etc. I try to find whatever would work best for their particular situation then present my findings to them.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-21
  • S66 Uniform Combined State Law Examination
    2021-06-21
Other Names
  • Jt Earl Jackson

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Peoria, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor