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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Bartholomew Clayton is a financial advisor with over 30 years of experience in the industry. John currently works with Osaic Wealth, Inc. in Scottsdale, Arizona. John provides a wide range of financial services, including financial planning, pension consulting, and portfolio management for businesses and individuals. John is dedicated to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AZ
08/23/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
12/21/2012 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
GA
07/27/2011 - 12/20/2012
VALIC FINANCIAL ADVISORS, INC. (ATLANTA GA)
GA
06/18/1993 - 03/15/2011
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
04/01/1992 - 04/05/1993
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
AZ
11/13/1991 - 04/03/1992
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 03/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/05/1996
Series 4 - Registered Options Principal Examination
BC
Issued 06/10/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1992
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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