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Jay Alan Wallinger

Osaic Wealth, Inc.

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About Jay Alan Wallinger

Jay Alan Wallinger is a financial advisor with over 30 years of experience in the industry. Jay is registered with Osaic Wealth, Inc. and is a registered representative in multiple states. Jay has experience in portfolio management for individuals and businesses, financial planning and pension consulting. Jay also provides educational seminars to clients.

Firm Information

Jay Wallinger is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
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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Jay Wallinger’s Registration & Firm History

NE

06/14/2024 - Present

Osaic Wealth, Inc. (STUART NE)

NE

07/08/2019 - 06/14/2024

SECURITIES AMERICA, INC. (STUART NE)

NE

09/01/2016 - 07/11/2019

SUMMIT BROKERAGE SERVICES, INC. (STUART NE)

NE

10/26/1993 - 09/01/2016

VSR FINANCIAL SERVICES, INC. (STUART NE)

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Licenses & Designations

IA

Issued 08/04/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/10/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2001

Series 7 - General Securities Representative Examination

BC

Issued 10/25/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jay Alan Wallinger. Review regulatory record here.
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