Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lee Just is an investment advisor representative at Osaic Wealth, Inc. located in Oconto Falls, WI. Jeffrey has been in the industry since May 14, 2000. Jeffrey is registered with FINRA and has a Series 7, Series 63 and Series 66 license. Prior to Osaic Wealth, Inc., Jeffrey was associated with Woodbury Financial Services, Inc., Packerland Brokerage Services, Inc., United Securities Alliance, Inc., FSC Securities Corporation, Thrivent Investment Management Inc., and Lutheran Brotherhood Securities Corp. Jeffrey also owns and operates J Just Investments LLC, a business that provides insurance sales and service.
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
WI
01/19/2024 - Present
Osaic Wealth, Inc. (OCONTO FALLS WI)
WI
08/03/2009 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OCONTO FALLS WI)
WI
02/08/2005 - 08/03/2009
PACKERLAND BROKERAGE SERVICES, INC. (OCONTO FALLS WI)
CO
03/14/2003 - 02/08/2005
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
GA
10/21/2002 - 03/25/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
07/01/2002 - 10/21/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
05/15/2000 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 06/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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