Nashville, TN Poston Ave. Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

5

Of 7,832 advisors across 3,563 offices

Location

2908 Poston Ave., Suite 1

Nashville TN 37203

Advisors at this office

5

Advisors at this office

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Hubert W

CFP®, Series 63, Series 65

Nashville, TN

OSAIC

Hubert Wootten III is a CFP® professional with 44 years of experience in the financial services industry. He has been with OSAIC since 2018 and previously worked at Signator Investors, Inc. for 16 years. Outside of his advisory role, Wootten serves as President Elect of The Exchange Club of Donelson-Hermitage, a national civic organization, and owns a sole proprietorship that boards and cares for horses. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a broad network of financial advisers. The firm employs various advanced tools and multiple advisory platforms to manage portfolios encompassing a wide range of asset types.

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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Joseph J

CFP®, Series 63

Nashville, TN

OSAIC

Joseph Jackson is a CFP® professional with 47 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. His previous roles include positions at LPL Financial for 11 years and Independent Financial Partners for 6 years. He operates a sole proprietorship, Jackson and Associates, where he engages in sales and marketing of securities, investment advisory, and insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and third-party money managers to construct and manage portfolios on both discretionary and non-discretionary bases.

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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Clyde M

Series 63, Series 65

Nashville, TN

OSAIC

Clyde Mcfadden is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at John Hancock for 14 years before joining OSAIC in 2018. In addition to his advisory role, Mcfadden provides fixed insurance products as an agent. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers a range of services including brokerage, investment advisory, financial planning, and retirement plan consulting, utilizing asset allocation tools 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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Jennifer F

Series 63, Series 65

Nashville, TN

OSAIC

Jennifer Freeman is a financial advisor with OSAIC in Nashville, TN, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She worked for Signator Investors, Inc. and John Hancock Mutual Life Insurance Company for 20 years before joining OSAIC in 2018. Freeman is also the owner of Freeman Wealth Management LLC and affiliated with Innovative Financial Group LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance analysis, and access to third-party money managers across multiple 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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Brenton H

Series 63, Series 65

Nashville, TN

OSAIC

Brenton Harrison is a financial advisor at OSAIC with 16 years of industry experience. He has held positions at OSAIC since 2018 and previously worked at Signator Investors Inc for nine years. Harrison is a member of the Vanderbilt Institutional Review Board and contributes to financial literacy through speaking engagements and video courses, in addition to writing articles for the Investopedia Advisor Council. OSAIC serves a diverse client base including individual, high-net-worth, and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and third-party solutions to manage portfolios across a range of investment types.

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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