Daryl Dudley Jones

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

• 03/2010 → 08/2024
  Triad Advisors, Inc
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Orlando, FL

Previous Registrations

• 2010-03-19 → 2024-08-23
  Triad Advisors Llc
  Orlando, FL
  Atlanta, GA
• 2005-07-08 → 2010-03-26
  Gunnallen Financial, Inc
  Orlando, FL
  Orlando, FL
  Orlando, FL
• 1999-05-27 → 2005-07-07
  Equitable Advisors, Llc
  Orlando, FL

Other Businesses

1. RENTAL PROPERTY; INVESTMENT RELATED;ADDRESS RETAINED AT OFFICE; JOINT OWNERSHIP WITH SPOUSE; JOINT OWNER; JANUARY 2023; 2 HRS/MONTH; 0 HRS/DAY; OWN AND MANAGE ONE SEASONAL RENTAL PROPERTY. 2. APEX WEALTH MANAGEMENT LLC POSITION: Financial Advisor NATURE: DBA FOR FINANCIAL SERVICES PROVIDED VIA osaic wealth, inc. PARTNER/OWNER INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 08/25/2006 ADDRESS: 3300 S. Hiawassee Road, Suite 103, Orlando FL 32835, United States DESCRIPTION: Provide Wealth Management services. 3. DARYL D. JONES POSITION: INDIVIDUAL PRODUCER NATURE: APPOINTMENT WITH MULTIPLE FIXED INSURANCE CARRIERS INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 01/01/1999 ADDRESS: 3300 S. Hiawassee Road, Suite 103, Orlando FL 32835, United States DESCRIPTION: ADVISE PERSONAL AND BUSINESS CLIENTS WITH RESPECT TO FINANCIAL PLANNING, RETIREMENT PLANNING, INVESTMENTS, INSURANCE AND RELATED FINANCIAL TOPICS 4. RENTAL PROPERTY POSITION: JOINT OWNER NATURE: seasonal rental property ADDRESS RETAINED AT OFFICE INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: Ben Franklin Drive, Sarasota FL 34236, United States DESCRIPTION: OWN AND MANAGE ONE SEASONAL RENTAL PROPERTY

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-07
• S63 Uniform Securities Agent State Law Examination
  1999-06-24

Other Names

• Daryl Jones