Alyssa M. Jarman

OSAIC WEALTH | Financial Advisor

Bellevue, WA 98004

CRD#: 6592877

Professional summary

Alyssa Marie Jarman, CFP®, who also goes by Alyssa Marie Arneson, Alyssa Arneson, is a registered financial advisor currently at OSAIC WEALTH, INC. located in Bellevue, Washington.

Alyssa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Alyssa has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

In 2008, prior to starting my practice, my family was heavily impacted by the Great Financial Crisis and my father was one of the unfortunate folks who lost his job in banking as a result. My family's experience in this difficult time is the main reason I do what I do - I became an advisor to help families in the good times and when times are tough. My mission is to build plans that can't fail, so clients can be successful no matter what life throws at them.

Question & Answer

What makes you the best choice for clients?

I run my practice 100% virtually and make it therefore very easy for clients to work with me. My specialties lie in planning for highly compensated tech employees, folks going through a divorce, and pre-retirees who specifically want help with income planning to make the transition into retirement smoothly. For every new client I design a customized plan that examines all areas of their financial life and as an independent advisor, I don't sell proprietary products - this allows me to truly act as a fiduciary.

What are your service offerings?

Working with women approaching...

retirement income planning for...

and financial planning for hig...

Do you have an area of expertise or specialization?

Working with women

Highly compensated Tech Employ...

Stock Plans

Pre-retirees

Which demographics do you typically serve?

Clients in their 50's or neari...

What is your current number of clients?

Greater than 100

What is your minimum asset requirement?

500K

How do you get paid?

Fee and Commission based produ...

Are you a "fiduciary"?

Yes

Aliases

Alyssa Marie Arneson | Alyssa Arneson

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) REAL ESTATE POSITION: Owner NATURE: Individual owner INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/20/2020 ADDRESS: 5903 25th Ave S, Seattle WA 98108, United States DESCRIPTION: Owner of rental property 2) INSURANCE AGENT POSITION: Agent NATURE: Independent Contractor INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/20/2016 ADDRESS: 10900 NE 4th Street, Suite 2300, #2413, Bellevue WA 98004, United States DESCRIPTION: Insurance agent licensed in Life, Health, and Variable lines to place life, disability and long term care insurance. 3) PACIFIC CAPITAL RESOURCE GROUP POSITION: Insurance agent NATURE: Insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/20/2016 ADDRESS: 10900 NE 4th Street, Suite 2300, #2413, Bellevue WA 98004, United States DESCRIPTION: I am an employee of Pacific Capital Resource Group as an investment advisor and insurance agent 4) WOMEN'S RESOURCE GROUP POSITION: Insurance Agent NATURE: Insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/20/2016 ADDRESS: 10900 NE 4th Street, Suite 2300, #2413, Bellevue WA 98004, United States DESCRIPTION: Providing financial education events to companies & organizations through seminars 5) F-SQUARED ADVISORS LLC POSITION: Insurance Agent NATURE: Insurance Brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 05/01/2016 ADDRESS: 10900 NE 4th St., Ste. 2300, #2413, Bellevue WA 98004, United States DESCRIPTION: Life, disability, and LTC insurance sales 6) DIVORCE PROFESSIONAL NETWORK POSITION: Insurance Agent NATURE: Insurance Brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2017 ADDRESS: 10900 NE 4th St., Ste. 2300, #2413, Bellevue WA 98004, United States DESCRIPTION: Life, disability, and LTC insurance sales 7. JARMAN RENTALS POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/25/2025 ADDRESS: 519 Highlands Drive, Eastsound WA 98245, United States DESCRIPTION: Owner of Vacation Rental Property

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alyssa Marie Jarman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Alyssa Marie Jarman'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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

October 30, 2020 - Present

OSAIC WEALTH, INC.

Office #1: 10900 Ne 4th Street Suite 2300, #2413, Bellevue, WA 98004

RIA

CRD#: 23131

Bellevue, WA

Current

October 30, 2020 - Present

OSAIC WEALTH, INC.

Office #1: 10900 Ne 4th Street Suite 2300, #2413, Bellevue, WA 98004

RIA

CRD#: 23131

Bellevue, WA

Past

October 20, 2016 - November 2, 2020

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

BELLEVUE, WA

Past

April 21, 2016 - November 2, 2020

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

BELLEVUE, WA

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".

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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.

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

Arizona
(4/11/2022)

California
(10/30/2020)

Colorado
(3/10/2021)

Florida
(10/30/2020)

Hawaii
(8/15/2024)

Idaho
(3/11/2021)

Nevada
(4/11/2022)

Oregon
(10/30/2020)

Pennsylvania
(7/7/2021)

Rhode Island
(10/10/2022)

South Carolina
(10/14/2021)

Tennessee
(9/1/2021)

Texas
(10/30/2020)

IAR

Texas
(8/17/2023)

Utah
(10/30/2020)

Virginia
(12/4/2020)

Washington
(10/30/2020)

IAR

Washington
(10/30/2020)

Wisconsin
(9/22/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/11/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/21/2016

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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Contact information

Main Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Mailing Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Phone number

(800) 821-5100

Established

Delaware since 08/05/1988

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

8,717

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

OSAIC WEALTH, INC ADV PART 2A (10/20/2025)

SIGNATOR MANAGED ACCOUNT PLATFORM (3/31/2025)

Direct owners and executive officers

Name	Position	CRD#
OSAIC, INC.	SHAREHOLDER
CORNICK, GREGORY ALLEN	CEO, PRESIDENT, DIRECTOR	3132991
FORD, ERINN JUNE	DIRECTOR	2176816
MIHAL, SHAWN MICHAEL	SVP, CHIEF COMPLIANCE OFFICER	3262384
MITCHELL, CHRISTOPHER MILLS	CORPORATE TREASURER, FINANCIAL PRINCIPAL	2420144
PRICE, JAMES DALE	CHAIRMAN	1243224
SCHLUETER, MATTHEW ADAM	EVP, OPERATIONS AND TECHNOLOGY SOLUTIONS, DIRECTOR	2627931

Regulatory assets under management

Total Number of Accounts	797,559
AUM (Assets Under Management)	$ 200,266,275,275

Disclosures

Regulatory Event	50
Arbitration	31
Bond	7

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/14/2025	Cover Page	Report
12/18/2024	Cover Page	Report
01/26/2024	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Alyssa M. Jarman

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alyssa Marie Jarman's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Alyssa Marie Jarman's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

Primary Firm SEC Registration

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/11/2016

SIE

Date: 10/1/2018

Series 7

Date: 4/21/2016

FINRA

Current Firm

OSAIC WEALTH, INC.

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

OSAIC WEALTH, INC.

TRUST BUT VERIFY

Contact information

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