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Jason H

Series 63, Series 65

Ridgeland, MS

OSAIC

Jason Hahn is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He worked at John Hancock Financial Services for 18 years before joining Osaic in 2018. Outside of his advisory role, he is involved with GenX Financial, LLC as Head of Finance and Operations and also provides janitorial and building maintenance services as a sole proprietor. Osaic Wealth, Inc. serves retail and institutional clients through a broad network of affiliated advisers and platforms, offering brokerage and advisory services, financial planning, and access to third-party managers. The firm employs a variety of portfolio management tools and maintains a complex corporate structure with multiple mergers, private-equity ownership, and commercial arrangements.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Andrew M

Series 66

Ridgeland, MS

OSAIC

Andrew Middleton is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 credential and has previously worked at Securities America Advisors and Voya Financial Advisors. Outside of his advisory work, he serves as Council Commissioner for the Boy Scouts of America, Andrew Jackson Council, where he trains scoutmasters. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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William K

ChFC®, Series 63, Series 65

Ridgeland, MS

OSAIC

William Keng is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and 65 licenses, and has 42 years of industry experience. He has been with OSAIC since 2018 and has an extensive career including roles at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company dating back to 1998. Outside of his advisory work, he serves on the board of The Salvation Army, participating in planning and fundraising activities. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory, financial planning, and retirement plan consulting services. The firm utilizes a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management, incorporating multiple investment types and third-party managed-account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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