Jerry Van Ausdle is a financial advisor at Osaic Advisory Services, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Arbor Point Advisors, Securities America, and KMS Financial Services. In addition to his advisory role, he is a licensed agent with CA Financial Services, where he assists clients in selecting insurance products as part of their risk management strategies.
Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory services through multiple program models and utilizing various proprietary and third-party platforms.