John Gillespie
John Gillespie is a CFA-designated registered investment advisor at Osaic Wealth, INC., based in Crystal Lake, IL, with 14 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
381 S. Main Street, Crystal Lake, IL, 60014
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Regulatory History (1)
Customer Dispute
August 2009Other Business Activities
John is a Senior Vice President at American Community Wealth Management, LLC, and a Registered Representative at Triad Advisors. He spends about three-quarters of his time on these investment advisory and administrative activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
American Community Wealth Management, LLC
Previous Registrations
Triad Advisors LLCBroker
Alight Financial Advisors, LLC
Goldman, Sachs & CO.Broker
Goldman, Sachs & CO.Broker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.