Jerry Joe Van Ausdle
Investment Adviser Representative at Osaic Advisory Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jerry Joe Van Ausdle is an investment adviser representative with Osaic Advisory Services, LLC in 828 8th Ave, ID, where they have been registered since 2024. They have worked in the securities industry since 2013 and have been registered with 4 firms, including Arbor Point Advisors and KMS Financial Services, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Idaho and Washington.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Idaho, Washington
- Broker:
4 states and territories
Idaho, Kentucky, Montana, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Applied Insight, LLCMar 2012 – Oct 2021Mead, WA
- KMS Financial Services, Inc.Feb 2016 – Nov 2020Seattle, WA
- Securities America, Inc.Nov 2020 – Jun 2024Lewiston, ID
- Arbor Point AdvisorsNov 2020 – Nov 2024Lewiston, ID
- Osaic Wealth, Inc.Jun 2024 – Oct 2026Lewiston, ID
- Osaic Advisory Services, LLCNov 2024 – Oct 2026Atlanta, GA
- Clearwater Financial PlanningOct 2026 – no end date reportedLewiston, ID
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Osaic Advisory Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement Income Strategies, Investments, Life Insurance, Wealth Management, IRA/401(k) Rollovers, Tax Management Strategies, Annuities, Asset Management Strategies, and IRA Legacy Planning
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 358
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Atlanta, GA
- SEC file number:
- 801-80075
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 28, 2026
View full firm profileOther advisors at Osaic Advisory Services, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jerry Joe Van Ausdle 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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