Jeffry Allen Carman

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

• 10/2002 → Present
  Aig-American General Life Insurance Company
  Coatesville, PA
• 01/2009 → 09/2023
  Sagepoint Financial, Inc
  Exeter, NH
• 09/2023 → Present
  Osaic Wealth, Inc.
  Mount Pleasant, SC

Previous Registrations

• 2015-10-23 → 2023-09-01
  Osaic Services, Inc.
  Mount Pleasant, SC

Other Businesses

1) JEFF CARMAN OR CARMAN FINANCIAL RESOURCES POSITION: Statutory Agent - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 28 START DATE: 01/01/1979 ADDRESS: 1643 Adventure Xing, Mount Pleasant SC 29466, United States DESCRIPTION: I EVALUATE WHAT COVERAGE THEY HAVE WHAT ASSETS THEY HAVE AND MAKE RECOMMENDATIONS AS TO THE AMOUNT AND TYPE OF LIFE INSURANCE THAT THEY SHOULD BUY AND FIND THE BEST COMPANY AVAILABLE TO ME FOR THEIR NEEDS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-12-06
• S63 Uniform Securities Agent State Law Examination
  1988-08-25

Designations

• Chartered Financial Consultant

Other Names

• Jeffry Allen Carmam
• Jeff Carman