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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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Lynn Osgood's CRS (Customer Relationship Summary).
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®
None

Experience

Current

May 21, 2014 - Present

WEALTH MANAGEMENT ADVISORS, LLC

Office #1: 301 South Mcduffie St., Anderson, SC 29624
RIA
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 29678
BD
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
IAR
Series 65
Date: 4/12/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/15/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/8/2007
General Securities Representative Examination
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
Registered Investment Advisory firm - (5/15/2014 Approved)
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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
10

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WEALTH MANAGEMENT ADVISORS, WRAP BROCHURE, APPENDIX 1 (3/16/2026)
WEALTH MANAGEMENT ADVISORS ADV PART 2A FIRM BROCHURE (3/16/2026)

Regulatory assets under management

Total Number of Accounts1,268
AUM (Assets Under Management)$ 686,123,088

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.

Company Information

WEALTH MANAGEMENT ADVISORS, LLC

CRD#: 171260Anderson, SC 29624

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