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John Lewis Good

Osaic Wealth, Inc.

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About John Lewis Good

John Lewis Good is a financial advisor with over 14 years of experience in the industry. John is currently registered with Osaic Wealth, Inc. in Pennsylvania and Virginia. John previously worked with Securities America, Inc. in Pennsylvania. John holds both Series 63 and 65 licenses, as well as Series 7 and SIE. John offers a variety of financial services including financial planning, portfolio management, and pension consulting. John also provides educational seminars to his clients. John has experience working with individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. John is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

John Good 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 Good’s Registration & Firm History

PA

06/14/2024 - Present

Osaic Wealth, Inc. (REINHOLDS PA)

PA

02/03/2014 - 06/14/2024

SECURITIES AMERICA, INC. (REINHOLDS PA)

PA

09/16/2010 - 01/24/2014

SECURITIES AMERICA, INC. (LANCASTER PA)

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Licenses & Designations

IA

Issued 06/02/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/15/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Lewis Good.
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