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Christopher J
Series 63, Series 65
Brookfield, WI
OSAIC
Christopher Jones is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He previously worked at Royal Alliance Associates, Inc. for eight years and Sii for five years. In addition to his advisory role, he is involved in the sales and marketing of fixed annuities and non-variable insurance through his sole proprietorship, Strategic Wealth & Legacy Advisors. OSAIC serves a broad range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and risk-assessment frameworks to build diversified portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.
James W
ChFC®, Series 63, Series 65
Brookfield, WI
OSAIC
James Wisniewski is a financial advisor at OSAIC with 43 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes 35 years at Signator Investors, Inc. and 8 years at Royal Alliance Associates, Inc. Wisniewski also owns and operates several financial services businesses, including Strategic Wealth & Legacy Advisors, where he provides registered representative and investment advisory services. OSAIC serves a diverse range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to managed portfolios and third-party investment solutions. The firm utilizes a variety of asset-allocation tools and manages accounts with flexibility to accommodate client-imposed investment restrictions.
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