Jack Hosmer, Jr., CPA*, CFP®

Jack is an experienced financial planner with a track record of over two decades in the industry. He honed
his financial acumen through his experience of assisting countless clients in achieving their financial goals, leveraging his expertise in tax strategies, investment strategies, and retirement planning.

Before coming to Osaic Wealth, Inc., Jack was a financial planner for AXA Advisors, LLC for over
five years. Jack graduated from University of Michigan, Ann Arbor in 1991 and shortly thereafter began a
career in public accounting earning his CPA license in 1997.

Jack wanted to help his clients in a larger capacity and earned his CFP® certification in 2005. Being able to
help clients with financial planning fundamentals allowed Jack to enhance his practice. His commitment
to continuous learning and staying abreast of industry trends ensures that he remains at the forefront
of financial planning, delivering tailored solutions to meet each client's unique needs. With Jack's
comprehensive knowledge and unwavering dedication to financial excellence, he is a trusted advisor for
individuals and businesses alike, helping them navigate the complexities of wealth management and
financial security.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. CRN-6002639-100523
*Licensed, not practicing on behalf of Osaic.