Jeffrey Charles Dorward
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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.Nov 2018 to now
- Royal Alliance Associates, Inc.Nov 2018 to now
- Signator Investors, Inc.Dec 2017 to Nov 2018
- MML Investors Services, LLCMar 2017 to Dec 2017
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Dec 2017
- Metlife SecuritiesJan 2015 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (GA, WI).
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
- 4330733
- Firm CRD
- 23131