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John Joseph Iannantuono

Osaic Advisory Services, LLC

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About John Joseph Iannantuono

John Joseph Iannantuono is a financial advisor with over 40 years of experience in the industry. He is a Registered Representative with Osaic Advisory Services, LLC. John is also a Registered Investment Advisor and has his Series 7, Series 24, and Series 63 licenses. He is a Chartered Financial Consultant. John has a strong track record of providing financial advice to individuals, families, and businesses. John Joseph Iannantuono works with clients to develop customized financial plans that meet their specific needs and goals.

Firm Information

John Iannantuono is currently registered with Osaic Advisory Services, LLC. Osaic Advisory Services, LLC is an independent financial advisor located in Atlanta, GA. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and charitable organizations. With over 760 investment adviser representatives, the firm manages over $4.9 billion in assets for clients. The firm participates in a wrap fee program and is registered with the SEC.
Osaic Advisory Services, LLC

2300 WINDY RIDGE PARKWAY

ATLANTA, GA 30339

$4.94B

Assets Under Management

55

Total Clients

147

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 Iannantuono’s Registration & Firm History

PA

06/08/2018 - Present

Osaic Advisory Services, LLC (Allentown PA)

PA

05/05/2014 - 08/23/2024

TRIAD ADVISORS LLC (Allentown PA)

PA

09/03/2013 - 05/02/2014

CETERA ADVISOR NETWORKS LLC (ALLENTOWN PA)

PA

11/20/1995 - 09/03/2013

WALNUT STREET SECURITIES, INC. (ALLENTOWN PA)

AZ

11/19/1989 - 11/21/1995

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

OH

03/20/1992 - 07/01/1993

CARILLON INVESTMENTS, INC. (CINCINNATI OH)

CA

07/01/1991 - 08/20/1991

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

NA

07/09/1982 - 07/01/1991

GENERAL AMERICAN LIFE INSURANCE COMPANY

NA

02/07/1984 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

08/13/1980 - 03/12/1984

HACKETT ASSOCIATES

NA

11/03/1976 - 09/15/1982

CONNECTICUT MUTUAL LIFE INSURANCE COMPANY

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Licenses & Designations

BC

Issued 11/26/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/08/1994

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/1984

Series 7 - General Securities Representative Examination

BC

Issued 10/26/1976

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Joseph Iannantuono.
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