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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)14 years in industry

Brett Jackson

Advisor at OSAIC WEALTH, INC.

Ypsilanti, MI | CARMEL, IN

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Search this name across graphsid dfx:ria:c9ea564c-e75d-bc78-d8e3-bd0fa458914a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Feb 1, 2012 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: OSAIC WEALTH, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 30, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jan 30, 2012
First registration: Feb 1, 2012
Dual registered: yes, broker-dealer
Other names: BRETT ALAN JACKSON
IAPD individual key: 5475439

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
OSAIC WEALTH, INC.	Bd affiliated wealth	May 1, 2025	n/a	yes	Ypsilanti, MI\|CARMEL, IN	Current employment
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Dec 9, 2022	Apr 30, 2025	no	Ypsilanti, MI\|CLEVELAND, OH\|PLYMOUTH, MI	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Apr 28, 2021	Dec 8, 2022	no	SUPERIOR TWP, MI\|FORT MILL, SC\|SUPERIOR TWP, MI	Previous registration
Spc	Bd affiliated wealth	Aug 28, 2017	Apr 16, 2021	no	ANN ARBOR, MI	Previous registration
REHMANN WEALTH	Independent wealth	Jul 31, 2015	Aug 29, 2017	no	ANN ARBOR, MI\|LANSING, MI	Previous registration
Spc	Bd affiliated wealth	Feb 1, 2012	Jul 10, 2015	no	ANN ARBOR, MI\|ANN ARBOR, MI	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
PNC WEALTH MANAGEMENT	OSAIC WEALTH, INC.	Apr 30, 2025	May 1, 2025	1	Firm change	Ibd to ibd
LPL FINANCIAL LLC	PNC WEALTH MANAGEMENT	Dec 8, 2022	Dec 9, 2022	1	Firm change	RIA to ibd
Spc	LPL FINANCIAL LLC	Apr 16, 2021	Apr 28, 2021	12	Firm change	Ibd to ibd
REHMANN WEALTH	Spc	Aug 29, 2017	Aug 28, 2017	-1	Firm change	Other
Spc	REHMANN WEALTH	Jul 10, 2015	Jul 31, 2015	21	Firm change	Other

Relationships

Registered with (5)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
May 1, 2025 to presentfactForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Dec 9, 2022 to Apr 30, 2025factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Apr 28, 2021 to Dec 8, 2022factForm ADV
→ SPCRegistered adviserregistration: previous registration
Aug 28, 2017 to Apr 16, 2021factForm ADV
→ REHMANN WEALTHRegistered adviserregistration: previous registration
Jul 31, 2015 to Aug 29, 2017factForm ADV

Dated events

Occurred
Apr 30, 2025
Advisor changed firm
Brett Jackson left Pnc Wealth Management for Osaic Wealth, Inc. (registered 2025-05-01)
Form ADVobserved 5 days ago
Occurred
Dec 8, 2022
Advisor changed firm
Brett Jackson left Lpl Financial Llc for Pnc Wealth Management (registered 2022-12-09)
Form ADVobserved 5 days ago