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Jordan Kelly Browning

Osaic Wealth, Inc.

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About Jordan Kelly Browning

Jordan Kelly Browning is a registered investment advisor representative in the state of Indiana. Jordan is affiliated with Osaic Wealth, Inc., a firm headquartered in Scottsdale, Arizona. Prior to joining Osaic Wealth, Inc., Jordan was affiliated with Woodbury Financial Services, Inc. Jordan has a Series 66 license and has passed the Series 7TO and SIE exams. Jordan has experience in the life and health insurance industry and is also a partner at Vital Insurance Partners.

Firm Information

Jordan Browning 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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Jordan Browning’s Registration & Firm History

IN

02/29/2024 - Present

Osaic Wealth, Inc. (PENDLETON IN)

IN

01/01/2024 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (PENDLETON IN)

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Licenses & Designations

BOTH

Issued 02/16/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/30/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/05/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jordan Kelly Browning.
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