Jennifer Schrier
Investment adviser representative at Osaic Wealth, Inc.
17 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
17 years in the industry.
- Osaic Wealth, Inc.Jan 2025 to now
- Lincoln Financial Advisors CorporationFeb 2021 to Jan 2025
- Northwestern Mutual Investment Services LLCJul 2020 to Feb 2021
- Northwestern Mutual Life Insurance CompanyOct 2019 to Feb 2021
- The Daily GrillFeb 2019 to Oct 2020
- Light Up MasksOct 2018 to Nov 2018
- UnemployedMar 2018 to Oct 2018
- Sisleys Italian KitchenJan 2017 to Mar 2018
- Marie CallendarsSep 2016 to Dec 2016
- StudentAug 2009 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, NC).
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
- 7171910
- Firm CRD
- 23131