Brentwood, TN Isabella Lane Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$226,799,325,150
ClientsTotal clients
569,367
AdvisorsAdvisors at this office
2
Of 7,832 advisors across 3,563 offices
Location
8119 Isabella Lane, Suite 109
Brentwood TN 37027
Advisors at this office
2
Advisors at this office
Joseph C
Series 63, Series 65
Brentwood, TN
OSAIC
Joseph Craig Jr. is a financial advisor with Osaic Wealth, Inc. based in Brentwood, TN, holding Series 63 and Series 65 designations and having 39 years of industry experience. He previously worked at Woodbury Financial Services for 17 years before joining Osaic in 2024. He also operates Craig Wealth Management, a sole proprietorship focused on fixed annuity sales and insurance representation. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to provide customized portfolio solutions.
Jessica C
Series 63, Series 66
Brentwood, TN
OSAIC
Jessica Craig is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and possessing 20 years of industry experience. She previously worked at Woodbury Financial Services for 17 years before joining OSAIC in 2024. Craig also operates a sole proprietorship, Craig Wealth Management, focusing on fixed annuity sales. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a wide array of advisory platforms. The firm employs various tools and third-party services to construct diversified portfolios managed on discretionary or non-discretionary bases.
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