Jeffrey Scott Krall
Investment adviser representative at Osaic Institutions, Inc.
10 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 yearsFirm in business
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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
10 years in the industry.
- Osaic Institutions, Inc.Oct 2022 to now
- Infinex Investments, incOct 2022 to now
- Mid Penn BankOct 2022 to now
- Cetera Investment Advisers LLCDec 2017 to Oct 2022
- Cetera Investment Services LLCDec 2017 to Oct 2022
- Riverview BankDec 2017 to Oct 2022
- LPL Financial, LLCMay 2016 to Dec 2017
- Private Advisor Group, LLCMay 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (PA).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 2651173
- Firm CRD
- 35371