Jessica Lynn Cole
Investment adviser representative at Osaic Wealth, Inc.
14 yearsExperience
8 statesRegistered in
ChFC®, CFP® certificationDesignations
$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
14 years in the industry.
- Osaic Wealth, Inc.Sep 2023 to now
- Sagepoint Financial, Inc.Nov 2017 to Sep 2023
- Sii InvestmentsAug 2012 to Nov 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 8 states (CT, FL, MA, ME, NH, RI, TX, VA).
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
- 5014537
- Firm CRD
- 23131