Jennifer Lawson Griffis

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

• 09/2005 → 10/2023
  Ameriprise Financial Services, Inc.
  Saint Joseph, MO
• 11/2023 → Present
  Osaic
  New York, NY

Previous Registrations

• 1999-08-02 → 2023-11-14
  Ameriprise Financial Services, Llc
  Overland Park, KS
  Saint Joseph, MO
  Overland Park, KS
  Riverside, MO
  Overland Park, KS

Other Businesses

1. JLL Services LLC it is not investment related and shows no net profit for taxes as it flows through S-corp to my personal tax return 6910 NW 78th Street, Kansas City, MO 64152 1. LLC used solely for the cash flow management of my financial planning practice. I am the owner and only member LLC was established 3-20-2012 1 hour per month during non-trading hours I have deferred most of the cash flow, accounting and record keeping to my CPA. I only monitor balances and his offices reporting. 2. INTEGRITY WEALTH MANAGEMENT POSITION: registered rep NATURE: Insurance activity through Integrity Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2023 ADDRESS: 1801 OakRidge Circle, STE 101, St. Joseph MO 64506, United States DESCRIPTION: i sell insurance through the course of my work as a financial advisor 3. JLL SERVICES LLC POSITION: Owner NATURE: LLC used only for the expenses of my financial planning practice INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/20/2012 ADDRESS: 2000 NW 80th Street, Kansas City MO 64151, United States DESCRIPTION: I use this LLC to pay expenses for my business. My CPA does all the booking keeping and payroll work. 4. FIXED PRODUCTS POSITION: representative NATURE: sole proprietorship for the sale of fixed products INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: 1801 OakRidge, Ste 101, St. Joseph MO 64506, United States DESCRIPTION: sale of fixed products when appropriate for my clients 5. 707 STJO LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/07/2025 ADDRESS: 707 N 36th Street, St. Joseph MO 64506, United States DESCRIPTION: monthly accounting of future income and annual tax document gathering 6. FIRST RATE EQUITY LLC POSITION: operations assistant NATURE: Husband's real estate business LLC taxed as a sole proprietorship. I will be a w-2 employee and my part time role will be focused on managing cash flow/expenses and implementing tax planning strategies like an HRA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/24/2025 ADDRESS: 2000 NW 80th Street, Kansas City MO 64151, United States DESCRIPTION: I will assist in setting up the HRA and tracking expenses that will qualify for reimbursement. I will facilitate the working relationship between the processing company, the CPA and the LLC. I will receive a modest salary and the employee medical fringe benefit of the HRA.

Exams

• S66 Uniform Combined State Law Examination
  1999-07-21

Designations

• Certified Financial Planner

Other Names

• Jennifer Lynn Lawson
• Jennifer Lynn Lawson
• Jennifer Lynn Griffis
• Jennifer Lawson Griffis