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Janey Lynn Kegley

Osaic Wealth, Inc.

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About Janey Lynn Kegley

Janey Kegley is a financial professional with over 20 years of experience in the industry. Janey currently works as a Registered Representative with Osaic Wealth, Inc. Previously, Janey has worked with other firms such as SagePoint Financial, Inc., Northern Lights Distributors, LLC, and Ceros Financial Services, Inc. Janey holds a Series 7, 63, and 66 license.

Firm Information

Janey Kegley is currently registered with Osaic Wealth, Inc.. OSAIC WEALTH, INC. is an Arizona-based corporation that provides financial planning, pension consulting, and educational seminars to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other client types. With a focus on portfolio management, the firm manages over $94 billion in assets under management across discretionary and non-discretionary accounts. Their registered representatives and investment advisor representatives provide investment advisory services across various states.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Janey Kegley’s Registration & Firm History

AZ

09/01/2023 - Present

Osaic Wealth, Inc. (SCOTTSDALE AZ)

AZ

01/12/2023 - 09/01/2023

SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)

NE

04/19/2022 - 06/30/2022

NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)

MD

01/16/2020 - 03/18/2022

CEROS FINANCIAL SERVICES, INC. (ROCKVILLE MD)

OH

03/31/2010 - 03/01/2013

PROEQUITIES, INC. (CINCINNATI OH)

KY

01/14/2009 - 02/09/2010

CHASE INVESTMENT SERVICES CORP. (CRESCENT SPRINGS KY)

KY

06/25/2008 - 01/02/2009

NATCITY INVESTMENTS, INC. (FLORENCE KY)

KY

11/16/2004 - 01/18/2008

NATCITY INVESTMENTS, INC. (ASHLAND KY)

OH

02/28/2003 - 11/12/2004

FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)

MN

10/17/2002 - 01/21/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/17/2002 - 01/21/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 2/10/2020

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 10/30/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/16/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Janey Lynn Kegley.
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