Barbara Jolliffe

Barbara Jolliffe is a CFP® financial advisor at Osaic Wealth, Inc. in Oakland, CA. Reported securities licenses include Series 63. The latest record indicates 3 years of industry experience and 32 years of reported work history. Reported roles include Securities America Advisors, Securities America, Inc., National Planning Corporation, Royal Alliance Associates, Inc., among others.

SEC disclosures list additional business and community activities: 1) Jolliffe Enterprises Position: Major Planner/preparer Nature: Tax Preparation And Tax Consulting Activities Investment Related: No Hours: 25 Securities Trading Hours: 60 Start Date: 02/01/1986 Address: P: O; Box 2109, alaneda ca 94501 2) rental property position: owner nature: rental properties investment related: no hours: 15 securities trading hours: 0 start date: 09/12/1999 address: p.

Osaic Wealth, Inc.'s firm-level Form ADV reports 8,060 advisors across 4,720 offices; approximately 71.4 clients per advisor, average assets per client of $408,086, and regulatory AUM of $234.9B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.