JO
JO

Jennifer Lynn Osgood

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
761 clients
Average Client Portfolio
$739K average
Assets Under Management
$562.7M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
Loading...

Location

301 South Mcduffie St., Anderson, SC, 29601

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Jennifer is an investment advisor rep for Wealth Management Advisors LLC and a financial advisor for Wagner Wealth Management LLC, dedicating about half of her time to these roles. She also owns a single member LLC and sells life insurance, spending a few hours per week on each, and serves on the board of directors for two organizations.

Employment History
Current Registrations
Arkadios CapitalBroker
April 2021 - Present · 4 yrs 10 mos
Wealth Management Advisors, LLC
May 2014 - Present · 11 yrs 9 mos
Previous Registrations
Triad Advisors LLCBroker
May 2014 - April 2021 · 6 yrs 11 mos
Ic Advisory Services, INC.
April 2011 - May 2014 · 3 yrs 1 mo
The Investment Center, INC.Broker
August 2007 - May 2014 · 6 yrs 9 mos
State Registrations12 states
CAFLGALAMINCPASCTNTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jennifer Lynn Osgood - Financial Advisor | TrueAdvisor