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RIA / WealthAdvisor27 years in industry

JASON WAYNE BIRDWELL

Advisor at MAIN STREET FINANCIAL SOLUTIONS, LLC

Mt Laurel, NJ | NEWTOWN, PA

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Search this name across graphsid dfx:ria:2dcb57a7-29ed-c800-68c2-6064ef91f443

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 29, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MAIN STREET FINANCIAL SOLUTIONS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 24, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Aug 24, 1999
First registration: Jul 29, 2002
Dual registered: no
IAPD individual key: 3255236

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MAIN STREET FINANCIAL SOLUTIONS, LLC	Independent wealth	Jan 11, 2024	n/a	yes	Mt Laurel, NJ\|NEWTOWN, PA	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Sep 1, 2023	Nov 3, 2023	no	DEPTFORD, NJ	Previous registration
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Sep 5, 2017	Sep 1, 2023	no	DEPTFORD, NJ	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Jul 29, 2002	Dec 9, 2008	no	CHERRY HILL, NJ\|MARLTON, NJ\|WESTMONT, NJ\|MARLTON, NJ\|CHERRY HILL, NJ\|HADDON TOWNSHIP, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC WEALTH, INC.	MAIN STREET FINANCIAL SOLUTIONS, LLC	Nov 3, 2023	Jan 11, 2024	69	Firm change	Ibd to RIA
SAGEPOINT FINANCIAL, INC.	OSAIC WEALTH, INC.	Sep 1, 2023	Sep 1, 2023	0	Bulk transfer	Ibd to ibd
MML INVESTORS SERVICES, LLC	SAGEPOINT FINANCIAL, INC.	Dec 9, 2008	Sep 5, 2017	3,192	Firm change after gap	Other

Relationships

Registered with (4)

→ MAIN STREET FINANCIAL SOLUTIONS, LLCRegistered adviserregistration: current employment
Jan 11, 2024 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Sep 1, 2023 to Nov 3, 2023factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Sep 5, 2017 to Sep 1, 2023factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Jul 29, 2002 to Dec 9, 2008factForm ADV

Dated events

Occurred
Nov 3, 2023
Advisor changed firm
Jason Wayne Birdwell left Osaic Wealth, Inc. for Main Street Financial Solutions, Llc (registered 2024-01-11)
Form ADVobserved 5 days ago