Janet Karson Hardy

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

• 08/1990 → 11/2022
  Group H Companies
  Moneta, VA
• 05/1999 → 11/2023
  Fsc Securities Corporation
  Moneta, VA
• 05/1999 → 11/2022
  James R.K. Hardy & Associates
  Sarasota, FL
• 11/2023 → Present
  Osaic Wealth, Inc.
  Moneta, VA

Previous Registrations

• 2000-02-11 → 2023-11-03
  Fsc Securities Corporation
  Montea, VA
  Mclean, VA
  Sarasota, FL
  Moneta, VA

Other Businesses

1) GROUP H CAPITAL CORPORATION POSITION: Other - Licensed Insurance Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 08/07/1990 ADDRESS: 181 Spinnaker Sail Court, Moneta VA 24121, United States DESCRIPTION: Life Insurance, Disability Income Insurance& Fixed Annuity sales 2) JANET K. HARDY POSITION: REALTOR NATURE: Sole Proprietorship INVESTMENT RELATED: NO NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/25/2004 ADDRESS: 545 SANCTUARY DR A701, Longboat Key, FL 34228 DESCRIPTION: Licensed Realtor for personal real estate transactions only. 3) GROUP H PROPERTIES LLC POSITION: AUTHORIZED MEMBER NATURE: LLC - SINGLE MEMBER INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/11/2016 ADDRESS: 545 SANCTUARY DR A701, Longboat Key, FL 34228 DESCRIPTION: OTHER - Process rental deposits. Annual state filing for LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-29
• S63 Uniform Securities Agent State Law Examination
  1999-06-23