Jeff Alan Conforti

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

• 12/1995 → 06/2024
  Securities America, Inc.
  Milpitas, CA
• 05/2014 → 06/2024
  Securities America Advisors
  Campbell, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Campbell, CA

Previous Registrations

• 2014-05-15 → 2024-06-14
  Securities America Advisors, Inc.
  Campbell, CA

Other Businesses

1) INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 06/1997 - LOCATED AT 1475 S BASCOM AVE STE 108, CAMPBELL, CA 95008 2) RENTAL PROPERTY - POSITION: PROPERTY OWNER NATURE: MY WIFE AND I BROUGHT A RESIDENTIAL RENTAL PROPERTY IN LAS VEGAS IN LATE 2014. INVESTMENT RELATED: NO NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/19/2014 - ADDRESS: 8192 MOONLIGHT MEADOWS ST., LAS VEGAS NV 89113 DESCRIPTION: I AM JUST THE PROPERTY OWNER.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-13
• S63 Uniform Securities Agent State Law Examination
  1993-08-03

Other Names

• Jeffrery Conforti
• Jeffrey Conforti