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Jeffrey Shawn Matchett

Osaic Wealth, Inc.

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About Jeffrey Shawn Matchett

Jeffrey Matchett is a wealth advisor with Osaic Wealth, Inc. Jeffrey has been in the financial services industry since 1996. Jeffrey has experience working with high net worth individuals, corporations, and charitable organizations. Jeffrey specializes in financial planning, portfolio management, and pension consulting.

Firm Information

Jeffrey Matchett 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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Jeffrey Matchett’s Registration & Firm History

NY

10/03/2024 - Present

Osaic Wealth, Inc. (VICTOR NY)

OH

12/14/2022 - 06/14/2024

SECURITIES AMERICA, INC. (MENTOR OH)

OH

01/31/2006 - 10/25/2022

KEY INVESTMENT SERVICES LLC (MENTOR OH)

OH

07/06/2005 - 12/14/2005

CHASE INVESTMENT SERVICES CORP. (WILLOUGHBY HILLS OH)

IL

12/09/1996 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

NY

05/24/1995 - 06/18/1996

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/05/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/09/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeffrey Shawn Matchett. Review regulatory record here.
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