Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarrod? Claim Your ProfileJarrod Blackwell is an active investment advisor representative with Osaic Wealth, Inc. located in Scottsdale, Arizona. Jarrod has been working in the financial industry since 2001, focusing on portfolio management for individuals and businesses. Jarrod's professional experience includes previous roles at Triad Advisors LLC and Cetera Advisor Networks LLC. Jarrod holds Series 3, 4, 7, 24, 63, and 66 licenses, and is registered in Georgia and Minnesota.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AZ
08/23/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
10/11/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
MN
07/21/2016 - 08/25/2023
CETERA ADVISOR NETWORKS LLC (ST CLOUD MN)
MN
12/05/2000 - 08/25/2023
CETERA INVESTMENT SERVICES LLC (ST CLOUD MN)
NE
11/05/2001 - 01/30/2002
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
NE
01/23/2001 - 11/01/2001
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
BOTH
Issued 11/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2013
Series 24 - General Securities Principal Examination
BC
Issued 02/26/2003
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/27/1998
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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