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John Edward McDonough

Osaic Wealth, Inc.

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About John Edward McDonough

John McDonough is an investment advisor representative, working with clients as a representative of Osaic Wealth, Inc. John has more than 18 years of experience in the financial services industry and holds the Series 3, 7, 63 and 65 licenses. John also works as an independent insurance agent with JEM Wealth Management.

Firm Information

John McDonough is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John McDonough’s Registration & Firm History

NJ

10/11/2024 - Present

Osaic Wealth, Inc. (Spring Lake Heights NJ)

NJ

06/01/2009 - 10/22/2010

MORGAN STANLEY SMITH BARNEY (SEA GIRT NJ)

NJ

09/27/2005 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (SEA GIRT NJ)

NY

01/19/2005 - 09/12/2005

GFI SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/19/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/30/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2007

Series 3 - National Commodity Futures Examination

BC

Issued 01/18/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Edward McDonough.
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