Pope Jackson Rivers

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

• 01/2024 → Present
  The Noles Group
  Birmingham, AL
• 06/2022 → Present
  Tre Luna
  Birmingham, AL
• 05/2023 → 01/2024
  Stategic Financial Partners
  Birmingham, AL
• 05/2021 → 06/2023
  Vulcan Defence Group
  Birmingham, AL
• 08/2019 → 05/2023
  University Of Alabama
  Tuscaloosa, AL
• 08/2007 → 06/2019
  Hoover City Schools
  Hoover, AL
• 07/2024 → Present
  Osaic
  Birmingham, AL

Other Businesses

1. AMERILIFE POSITION: Branch Manager NATURE: Insurance IMO , LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2024 ADDRESS: 3800 colonnade parkway suite 540, Suite 540, birmingham AL 35243, United States DESCRIPTION: Insurance Agent for Fixed annuities, Life, Health ext. 2. TRE LUNA POSITION: Caterer NATURE: Catering Company INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2022 ADDRESS: 2513 Fifth Ave S, Birmingham AL 35233, United States DESCRIPTION: Bring and Serve food 3. EAGLE LIFE INSURANCE COMPANY POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 04/02/2025 ADDRESS: 3800 Colonnade Pkwy, Suite 540, Birmingham AL 35243, United States DESCRIPTION: Insurance Agent for Fixed Products: Annuity, Life, LTC, Health Specialty, etc.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-08
• S63 Uniform Securities Agent State Law Examination
  2025-02-14