AdFi
JL

Jerrod Lydell Foresman

Investment Adviser Representative at OSAIC INSTITUTIONS, INC.

Overland Park, KSCRD #2045890Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
33 yrs
States Registered
3 states
Exams Passed
8

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
KansasKentuckyMissouri
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/27/2001
Series 65
Uniform Investment Adviser Law Examination
Passed 7/1/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 1/21/1993
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/7/1992
Series 27
Financial and Operations Principal Examination
Passed 5/23/2007
Series 24
General Securities Principal Examination
Passed 7/11/2002

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.025
Account minimum: $5,500

Firm-stated minimum; may be waived at the firm's discretion.

Source

Osaic Institutions, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

OSAIC INSTITUTIONS, INC.Current
1/2/2018Overland Park, KS
INVEST FINANCIAL CORPORATION
2/1/201712/31/2017Atchison, KS
BANKERS & INVESTORS CO.
7/14/20083/6/2017Gladstone, MO
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
3/28/20052/12/2007Springfield, MO
CAMBRIDGE INVESTMENT RESERARCH, INC.
1/24/20053/28/2005Springfield, MO
CUSO FINANCIAL SERVICES, L.P.
1/10/200211/1/2004Kansas City, MO

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jerrod Lydell Foresman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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