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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Fortson is a financial advisor with Osaic Wealth, Inc., where he has been employed since January 2024. He has over 30 years of experience in the financial services industry. Prior to joining Osaic Wealth, Inc., Jeffrey worked at Woodbury Financial Services, Inc. Jeffrey has a wide range of experience in providing financial planning, portfolio management, and investment advisory services to individual and institutional clients. He holds the Series 7, Series 63, Series 65, Series 24, and Series 26 licenses, as well as the Certified Financial Planner (CFP) designation. Jeffrey is committed to providing his clients with personalized and objective advice that is tailored to their individual needs.
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
GA
06/06/2024 - Present
Osaic Wealth, Inc. (LAWRENCEVILLE GA)
GA
08/01/2007 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LAWRENCEVILLE GA)
GA
03/07/2006 - 08/02/2007
MML INVESTORS SERVICES, INC. (LAWRENCEVILLE GA)
MN
06/12/2003 - 02/21/2006
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
CT
01/18/1996 - 06/27/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
GA
10/18/1995 - 09/22/1997
WMA SECURITIES, INC. (DULUTH GA)
GA
04/10/1995 - 10/02/1995
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
04/19/1994 - 04/20/1995
WMA SECURITIES, INC. (DULUTH GA)
GA
11/15/1991 - 02/25/1994
PFS INVESTMENTS INC. (DULUTH GA)
CO
06/21/1990 - 07/14/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 06/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/1994
Series 24 - General Securities Principal Examination
BC
Issued 02/18/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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