Jason David Stucky

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

• 06/2013 → 09/2020
  Securities Service Network
  Plainfield, IN
• 06/2013 → 09/2020
  Ssn Advisory, Inc.
  Plainfield, IN
• 09/2020 → 06/2024
  Securities America, Inc.
  Palinfield, IN
• 09/2020 → 06/2024
  Securities America Advisors, Inc.
  Plainfield, IN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Palinfield, IN

Previous Registrations

• 2020-09-18 → 2024-06-14
  Securities America Advisors, Inc.
  Plainfield, IN
• 2013-06-21 → 2020-09-18
  Ssn Advisory, Inc.
  Plainfield, IN
• 2009-11-13 → 2013-07-03
  Mml Investors Services, Llc
  Carmel, IN
  Plainfield, IN
  Indianapolis, IN

Other Businesses

1. AMBASSADOOR INVESTMENTS, LLC POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2000 ADDRESS: 682 W County Road 900 S, Clayton IN 46118 DESCRIPTION: Activities and duties include those associated with the management and administration of investment real estate. 2. NGS FINANCIAL PARTNERS, LLC POSITION: Agent NATURE: Insurance and Fixed Business Solutions INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2011 ADDRESS: 1917 Crown Plaza Blvd, PLAINFIELD IN 46168 DESCRIPTION: Providing Fixed / Indexed, LTC, DI, and Heath Insurance products when determined by a client's needs to help meet his or her goals. 3. NJS ADVISORS, LLC POSITION: Owner NATURE: Owner of NJS Advisors, LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 10/01/2019 ADDRESS: 1917 Crown Plaza Blvd, PLAINFIELD IN 46168 DESCRIPTION: I am an owner and employee involved with management & basic administrative functions 4. HAZELWOOD COMMUNITY ASSOCIATION POSITION: Member and Treasurer NATURE: Hazelwood Community Association Member and Treasurer INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2017 ADDRESS: 10042 S County Road ), Clayton IN 46118 DESCRIPTION: Duties and activities include check writing and balancing the check register. 5. DBA - NGS Financial Partners, LLC 6. NOTARY POSITION: Notary NATURE: As a convenience to clients, I am a notary and provide applicable services as needed. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/30/2024 ADDRESS: 682 W County Road 900 S, Clayton IN 46118, United States DESCRIPTION: Notarizing documents for clients, as needed.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-09-08
• S63 Uniform Securities Agent State Law Examination
  2000-06-06

Other Names

• Jason David Stucky