Montgomery Smith Jackson

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2025-10-08

TN RA
APPROVED

Since 2025-10-08

Branch Locations

708 North Main Street, Columbia, TN 38401 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Caledonian Financial, Inc.	Columbia	TN	11/2023	Present
Ryder System, Inc.	Franklin	TN	01/2023	09/2023
R. Scott Jackson, Law	Nashville	TN	06/2020	01/2023
Wendell Smith's	Nashville	TN	05/2019	06/2020
Hood Moving And Relocating	Chattanooga	TN	10/2017	05/2019
Unemployed	Columbia	TN	09/2023	11/2023
Unemployed	Nashville	TN	05/2015	10/2017
Osaic Wealth Inc	Columbia	TN	08/2025	Present

11/2023 → Present

Caledonian Financial, Inc.

Columbia, TN
01/2023 → 09/2023

Ryder System, Inc.

Franklin, TN
06/2020 → 01/2023

R. Scott Jackson, Law

Nashville, TN
05/2019 → 06/2020

Wendell Smith's

Nashville, TN
10/2017 → 05/2019

Hood Moving And Relocating

Chattanooga, TN
09/2023 → 11/2023

Unemployed

Columbia, TN
05/2015 → 10/2017

Unemployed

Nashville, TN
08/2025 → Present

Osaic Wealth Inc

Columbia, TN

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2025-10-21
S65	Uniform Investment Adviser Law Examination	2025-09-08

S63 Uniform Securities Agent State Law Examination

2025-10-21
S65 Uniform Investment Adviser Law Examination

2025-09-08

View on SEC IAPD

Current Employers

Osaic Wealth, Inc.

Disclosures

Employment History

Exams

Other Firms

Other Investors

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Reviews