JO
Jennifer L. Osgood
WEALTH MANAGEMENT ADVISORS
ANDERSON, SC 29624
Some features on this profile are disabled
CRD#: 5236771
JO
Professional summary
Jennifer Lynn Osgood, who also goes by Jenn Osgood, Jennifer Lynn Wright, is a registered financial advisor currently at WEALTH MANAGEMENT ADVISORS, LLC located in Anderson, South Carolina and ARKADIOS CAPITAL located in Greenville, South Carolina.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Jennifer has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jenn Osgood | Jennifer Lynn Wright
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)WEALTH MANAGEMENT ADVISORS LLC;INVESTMENT RELATED;3 LEGACY PARK ROAD,GREENVILLE,SC 29607;ADVISORY SERVICES;INVESTMENT ADVISOR REP;4/2014;80 HRS/MONTH;4 HRS DURING TRADING;ACTIVE PORTFOLIO MANAGEMENT AND CLIENT SERVICE
2)WAGNER WEALTH MANAGEMENT LLC;INVESTMENT RELATED;301 SOUTH MCDUFFIE STREET,ANDERSON,SC 29624;FINANCIAL ADVISOR;FINANCIAL ADVISOR;1/2007;80 HRS/MONTH;4 HRS DURING TRADING;FINANCIAL ADVISOR
3)Osgood,LLC;not investment related;208 Quail Creek Ln Greenville, SC;single member LLC for business;owner,sole proprietor;1/2016;1 hr/month;0 hrs during trading;owner,sole proprietor
4)Insurance sales;not investment related;301 S. McDuffie St,Anderson,SC;life insurance sales and policy service;agent;1/2017;10 hrs/month;0 hrs during trading;life insurance sales
5) A Child's Haven (Board of Directors);investment related;20 Martin Dr Greenville, SC; therapeutic child care and family treatment services; member, board of directors;1/2016;5 hrs/month;0 hrs during trading; member of the Board of Directors and Finance Committee with access to financials
6) Foothills Alliance (Board of Directors);not investment related;216 E.Calhoun St. Anderson, SC;child abuse prevention and advocacy services;member,board of directors;1/2015;5 hrs/month;0 hrs during trading;Treasurer and member of the Board of Directors with access to financials and authority to sign
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Lynn Osgood's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 21, 2014 - Present
WEALTH MANAGEMENT ADVISORS, LLC
Office #1: 301 South Mcduffie St., Anderson, SC 29624RIA
CRD#: 171260
ANDERSON, SC
Current
April 2, 2021 - Present
ARKADIOS CAPITAL
Office #1: 3 Legacy Park Rd. Ste A, Greenville, SC 29607Office #2: 301 S. Mcduffie Street, Anderson, SC 29624Office #3: 135 Eagles Nest Drive, Suite B1, Seneca, SC 29678BD
CRD#: 282710
Greenville, SC
Past
May 19, 2014 - April 5, 2021
TRIAD ADVISORS LLC
BD
CRD#: 25803
Greenville, SC
Past
April 13, 2011 - May 19, 2014
IC ADVISORY SERVICES, INC.
RIA
CRD#: 140190
ANDERSON, SC
Past
August 9, 2007 - May 19, 2014
THE INVESTMENT CENTER, INC.
BD
CRD#: 17839
ANDERSON, SC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WM
WEALTH MANAGEMENT ADVISORS, LLC
CAPITAL OPTIONS, INC. | WEALTH MANAGEMENT ADVISORS, LLC | WAGNER WEALTH MANAGEMENT, LLC
CRD#: 171260 / SEC#: 801-79660
RIA
Registered Investment Advisory firm - (5/15/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(11/22/2024)
RR
Florida(4/2/2021)
RR
Georgia(4/2/2021)
IAR
Georgia(6/21/2024)
IAR
Louisiana(6/26/2024)
RR
Michigan(4/5/2021)
RR
North Carolina(4/5/2021)
RR
Pennsylvania(4/12/2021)
IAR
South Carolina(5/21/2014)
RR
South Carolina(4/5/2021)
RR
Tennessee(11/22/2024)
RR
Texas(9/1/2021)
IAR
Texas(6/20/2024)
RR
Virginia(11/22/2024)
RR
Washington(11/22/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WM
WEALTH MANAGEMENT ADVISORS, LLC
CAPITAL OPTIONS, INC. | WEALTH MANAGEMENT ADVISORS, LLC | WAGNER WEALTH MANAGEMENT, LLC
CRD#: 171260 / SEC#: 801-79660
RIA
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Contact information
Main Address
3 Legacy Park Road Suite A, Greenville, SC 29607
Mailing Address
Phone number
(864) 236-4706
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,306 |
| AUM (Assets Under Management) | $ 562,697,473 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
