JC
JC

John Arthur Cunningham

31 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

Westfield, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John sells fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating a few hours per week. He is also a Senior Vice President at Alliant Retirement Consulting and Alliant Insurance Services, spending nearly full-time on 401k consulting, retirement plans, and insurance services.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
July 2025 - Present · 7 mos
Alliant Retirement Consulting
July 2017 - Present · 8 yrs 7 mos
Previous Registrations
Vicus Capital, INC.
April 2014 - September 2017 · 3 yrs 5 mos
Cetera Wealth Services, LLCBroker
September 2013 - July 2025 · 11 yrs 10 mos
Walnut Street Securities, INC.Broker
August 2003 - September 2013 · 10 yrs 1 mo
Nathan & Lewis Securities, INC.Broker
December 2001 - August 2003 · 1 yr 8 mos
MML Investors Services, INC.Broker
March 1996 - December 2001 · 5 yrs 9 mos
G. R. Phelps & CO., INC.Broker
August 1994 - March 1996 · 1 yr 7 mos
State Registrations36 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
John Arthur Cunningham - Financial Advisor | TrueAdvisor