Osaic, one of the nation’s largest providers of wealth management strategies, announced that Hoyt Jensen & Associates has joined Undefined Gridlines, Inc., an office of supervisory jurisdiction under Osaic. The Phoenix-based advisory firm was previously affiliated with Ameriprise Financial and oversees approximately $190 million in client assets.
Led by financial advisors Justin Hoyt and Jason Jensen, the team said the move reflects a deliberate shift toward a more independent model that better aligns with client-first values while maintaining support from a broader wealth management platform. After evaluating multiple firms, the advisors selected Osaic for its balance of autonomy, infrastructure, and collaborative support.
Osaic said it continues to position itself as an advisor-centric platform, providing independent financial professionals with access to open-architecture investment solutions, comprehensive wealth management tools, and operational resources intended to enhance efficiency and long-term growth. The firm supports more than 10,000 financial professionals nationwide and is a portfolio company of Reverence Capital Partners.
Hoyt Jensen & Associates will operate through Undefined Gridlines, leveraging Osaic’s technology and planning platforms while maintaining independence in serving clients. Osaic noted that it continues to attract advisory firms seeking flexible independence models supported by scalable infrastructure and community engagement.
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“We were drawn to Osaic for its advisor-centric culture, flexible independence model, robust technology and planning platforms, and strong community support. The move to partner with UGLI allows us to deliver a more customized, forward-thinking experience for clients while positioning the practice for long-term scalability and succession planning.”
Justin Hoyt, Financial Advisor At Hoyt Jensen & Associates
“We’re proud to welcome a team that shares our values of empowering wealth and leaving lasting legacies. This partnership reflects our commitment to empowering advisors with the freedom and support they need to build enduring, client-focused businesses, with the backing of a platform designed to accelerate productivity and free up time.”
John DiMonda, Executive Vice President Of Advisor Engagement And Co-Head Of The Independent Channel At Osaic
