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Jeffrey Taylor Powers

Osaic Institutions, Inc.

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About Jeffrey Taylor Powers

Jeffrey Taylor Powers is a financial advisor at Osaic Institutions, Inc. Jeffrey has been working in the financial industry for over 20 years and has experience with a variety of financial products and services. He is licensed to provide financial advice in Virginia. Jeffrey is committed to providing clients with personalized financial advice and guidance. He believes in building strong relationships with his clients to understand their individual needs and goals. Jeffrey is a highly qualified professional with a proven track record of success.

Firm Information

Jeffrey Powers is currently registered with Osaic Institutions, Inc.. Osaic Institutions, Inc. is a Corporation headquartered in MERIDEN, CT, United States. The firm was formed on 1993-04-07 and is registered with the SEC and in 53 states. Osaic Institutions, Inc. provides financial planning, pension consulting, educational seminars, and other advisory services to a wide range of clients, including individuals, corporations, charitable organizations, and high net worth individuals. The firm manages approximately $3,626,644,800 in assets and has over 1,700 licensed agents, investment adviser representatives, and registered representatives.
Osaic Institutions, Inc.

538 PRESTON AVENUE

MERIDEN, CT 06450-4858

$3.63B

Assets Under Management

25

Total Clients

641

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 individuals

Personalized portfolio management to meet individual financial objectives.

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solicitation services for other advisers

Solicitation services for other advisers

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 Powers’s Registration & Firm History

VA

09/18/2023 - Present

Osaic Institutions, Inc. (Blackstone VA)

SC

12/27/2018 - 12/13/2021

CHARLES TOWNE SECURITIES, LLC (CHARLESTON SC)

NY

07/03/2015 - 12/16/2016

PALADIN MARKET ADVISORS, LLC (NEW YORK NY)

NY

04/12/2012 - 06/24/2013

NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)

NC

04/23/2003 - 04/12/2010

FIRST WINSTON SECURITIES, INC. (WINSTON-SALEM NC)

VA

12/19/2000 - 03/24/2003

SCOTT & STRINGFELLOW, INC. (RICHMOND VA)

NC

04/01/1999 - 11/06/2000

WACHOVIA SECURITIES, INC. (CHARLOTTE NC)

NC

06/01/1998 - 04/01/1999

WACHOVIA CAPITAL MARKETS, INC. (WINSTON SALEM NC)

NC

04/04/1997 - 06/01/1998

WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)

NC

07/18/1989 - 12/31/1993

WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)

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Licenses & Designations

BC

Issued 04/08/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/16/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Taylor Powers.
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