John Pomroy
John Pomroy is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in St. Johns, FL, 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
135 Durbin Station Court, Suite 504, St. Johns, FL, 32259
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is involved in several investment-related activities, including Five Partners Golf LLC, Florida Pension Group, NetEagle Inc, OneDigital, and YJ2J LLC. His role at OneDigital as SVP Retirement and Wealth takes up nearly full-time hours, while the other activities require minimal time or about a quarter of his time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Onedigital
Previous Registrations
Triad Advisors LLCBroker
Ifp Securities, LLCBroker
Independent Financial Partners
LPL Financial LLCBroker
New England Securities Corporation
New England SecuritiesBroker
Securian Financial Services, INC.Broker
State Registrations2 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.