Jennifer A Mcdonald
Investment adviser representative at Osaic Wealth, Inc.
21 yearsExperience
2 statesRegistered in
$234.9BFirm assets
29 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
21 years in the industry.
- Osaic Wealth, Inc.Jun 2026 to now
- Morgan Stanley Private Bank, N.A.Jun 2021 to now
- Morgan Stanley Smith Barney LLCJun 2021 to Jun 2026
- Truist Advisory Services, Inc.Mar 2021 to Jun 2021
- Truist Investment Services, Inc.Feb 2021 to Jun 2021
- Bb&t Securities, LLCJan 2018 to Mar 2021
- Bb&t InvestmentsJan 2006 to Jan 2018
- Bb&tJun 2005 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 2 states (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
- 5060835
- Firm CRD
- 23131