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Jerry F

CFP®, Series 63

Spokane, WA

OSAIC

Jerry Felts is a CFP®-certified financial advisor with 41 years of industry experience. He is currently with OSAIC and has prior experience with Securities America Advisors, Inc. and SECURITIES AMERICA, inc. He also engages in life insurance and annuity sales as an insurance agent. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of affiliated advisers, utilizing asset-allocation tools and a range of investment products across discretionary and non-discretionary accounts.

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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Brian F

Series 63, Series 65

Spokane, WA

OSAIC

Brian Foland is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2024, following a long tenure at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. Foland is also involved in insurance sales through Foland Wealth Management. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a wide network of affiliated advisers. The firm provides integrated brokerage and advisory services using firm-developed asset-allocation tools and supports a range of investment options 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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London F

Series 66

Spokane, WA

OSAIC

London Foland is a financial advisor at OSAIC with Series 66 credentials and two years of industry experience. Prior to joining OSAIC, Foland worked at Foland Wealth Management and has held roles outside the financial industry, including four years with NBC Camps. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a focus on diversified portfolios and multiple advisory platforms.

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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John B

Series 63, Series 65

Spokane, WA

OSAIC

John Babin is a financial advisor with OSAIC, holding Series 63 and 65 licenses and bringing 29 years of industry experience. He has previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. for over two decades. Outside of advising, he serves as a certified US Lacrosse official and is involved with Headsman Records, assisting in artist development and event coordination. OSAIC serves a diverse client base including individuals, high-net-worth investors, institutions, and charitable organizations through a broad network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk assessments to manage portfolios that may include a variety of investment vehicles.

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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