Jordan Carrell

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2024-08-09

WA RA
APPROVED

Since 2024-08-09

Branch Locations

1521 E Illinois Ave, Suite 205, Spokane, WA 99207 • 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

Organization	City	State	From	To
Securities America, Inc.	Spokane	WA	05/2024	06/2024
Mewbourne Oil Company	Midland	TX	05/2014	02/2024
Unemployed	Spokane	WA	03/2024	05/2024
Osaic Wealth, Inc.	Spokane	WA	06/2024	Present

05/2024 → 06/2024

Securities America, Inc.

Spokane, WA
05/2014 → 02/2024

Mewbourne Oil Company

Midland, TX
03/2024 → 05/2024

Unemployed

Spokane, WA
06/2024 → Present

Osaic Wealth, Inc.

Spokane, WA

Other Businesses

1. CARRELL FINANCIAL SERVICES LLC POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/24/2025 ADDRESS: 1521 E Illinois Ave Ste 205, Spokane WA 99207, United States DESCRIPTION: I am planning to write life insurance policies when a client desires to obtain new life insurance.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-08-03

S66 Uniform Combined State Law Examination

2024-08-03

View on SEC IAPD

Current Employers

Osaic Wealth, Inc.

Disclosures

Employment History

Other Businesses

Exams

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