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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeromy? Claim Your ProfileJeromy Wood is a financial advisor at Osaic Wealth, Inc., located in Sandy, Utah. Jeromy has been in the financial industry since December 13, 2006. Jeromy is registered with FINRA and the state of Utah. Jeromy is a licensed investment advisor and a registered representative. Jeromy provides financial planning, pension consulting, educational seminars, and selection of other advisors to individuals and businesses. Jeromy has been with Osaic Wealth, Inc. since June 14, 2024. Jeromy has previous experience with Securities America, Inc., ProEquities, Inc., KPG Capital Partners, LLC, Morgan Stanley, and Morgan Stanley & Co. Incorporated.
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
UT
06/14/2024 - Present
Osaic Wealth, Inc. (SANDY UT)
UT
03/30/2018 - 06/14/2024
SECURITIES AMERICA, INC. (SANDY UT)
UT
03/29/2017 - 04/04/2018
PROEQUITIES, INC. (SALT LAKE CITY UT)
UT
06/17/2013 - 02/08/2017
KPG CAPITAL PARTNERS, LLC (PARK CITY UT)
UT
06/01/2009 - 06/26/2013
MORGAN STANLEY (SOUTH JORDAN UT)
UT
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SOUTH JORDAN UT)
UT
10/27/2006 - 04/02/2007
MORGAN STANLEY DW INC. (WEST VALLEY CITY UT)
IA
Issued 01/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/18/2012
Series 24 - General Securities Principal Examination
BC
Issued 07/12/2011
Series 4 - Registered Options Principal Examination
BC
Issued 06/16/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/02/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2012
Series 3 - National Commodity Futures Examination
BC
Issued 08/27/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 10/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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