Jeffrey James Breeling
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
1 stateRegistered in
ChFC®Designation
$234.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Osaic Wealth, Inc.Mar 2024 to now
- LPL Financial LLCJan 2020 to Mar 2024
- Cetera Advisor Networks LLCSep 2019 to Jan 2020
- Summit Financial Group IncAug 2015 to Jan 2020
- Summit Brokerage Services IncAug 2015 to Sep 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
State registrations
Registered as an investment adviser representative in 1 state (NE).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2121228
- Firm CRD
- 23131