Broker Check

Licenses & Registrations Earned 

Securities Registrations: 

  • Series 6 Investment Company Products/Variable Contracts Representative Exam
  • Series 63 Uniform Securities Agent State Law Exam
  • Series 26 Investment Co. Products/Variable Contracts Principal Exam
  • Series 7 General Securities Representative Exam
  • Series 24 General Securities Principal Exam
  • Series 65 Uniform Investment Adviser Law Exam
  • Texas State Board of Insurance - Variable Contract Agent License
  • Texas State Board of Insurance - Group I Life License
  • State of Texas Real Estate Broker License

Professional Designations: 

  • Certified Financial Planner™ licensee
  • Certified Divorce Financial Analyst™

Professional Relationships

  • Jerry Boda is a Investment Advisor Representative of Osaic Wealth, Inc., a Registered Investment Advisor for investment advisory services.
  • Jerry Boda is a Registered Representative, Registered Principal and Branch Manager of Osaic Wealth, Inc., a registered Broker-Dealer member FINRA and SIPC offering securities.
  • Jerry Boda is CEO & President of Boda Financial Group, Inc.  Boda Financial Group is a Texas licensed insurance agency. Boda Financial Group provides divorce planning services.

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