Jennifer Jan Vancura

Osaic Wealth, Inc.

Fort Howard, MD

Hunt Valley, MD

CRD 3236819

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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:

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-01-24

MD RA
APPROVED

Since 2025-01-24

Branch Locations

Fort Howard, MD • United States

307 International Circle Suite 390, Hunt Valley, MD 21030 • 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
Lincoln Financial Advisors Corp	Hunt Valley	MD	02/2010	01/2025
Osaic Wealth, Inc.	Hunt Valley	MD	01/2025	Present

02/2010 → 01/2025

Lincoln Financial Advisors Corp

Hunt Valley, MD
01/2025 → Present

Osaic Wealth, Inc.

Hunt Valley, MD

Previous Registrations

2013-09-03 → 2025-01-24

Osaic Fa, Inc.

Hunt Valley, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-08-26

S66 Uniform Combined State Law Examination

2013-08-26

View on SEC IAPD

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Nearby Investors

ELI JOSEPH ADAMS

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MICHELE LOUISE BURCH-LIPPINCOTT

Nearby Offices

PERSPECTIVE WEALTH MANAGEMENT · HUNT VALLEY, MD

UBS FINANCIAL SERVICES INC. · HUNT VALLEY, MD

TRUIST ADVISORY SERVICES, INC. · HUNT VALLEY, MD

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