John Storm
John Storm is a registered investment advisor at Osaic Wealth, INC., based in Eastvale, CA, with 17 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
Eastvale, CA
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2017Criminal
January 1989Other Business ActivitiesSells Insurance
John is the CEO of Win Wealth Solutions, where he actively seeks new health insurance clients and offers advisory services. He also works part-time as a baggage handler for UPS, dedicating about 10-20% of his time to each of these roles.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Transamerica Financial Advisors, INCBroker
MML Investors Services, LLCBroker
State Registrations5 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.