John Iannantuono
John Iannantuono is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Allentown, PA, with 49 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
682 North Brookside Road, Suite 100, Allentown, PA, 18106
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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 business activities, including real estate/property management, insurance consulting/sales (disability, fixed annuity, life/accident/health, LTC), sales of monthly membership of My Family Life Services, promoting Able Pay Health, and serving on the investment committee for Maskenozha Rod & Gun Club. He also hosts radio shows/podcasts and serves on the Lowhill Township advisory board.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Previous Registrations
Triad Advisors LLCBroker
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Ifg Russell Advisors INC
American Financial Management Group, LTD.
Carillon Investments, INC.Broker
Walnut Street Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
General American Life Insurance CompanyBroker
Hackett AssociatesBroker
Connecticut Mutual Life Insurance CompanyBroker
State Registrations21 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.
Exams
More Advisors
- Emrich Stellar, ChFCOsaic Wealth, INC.
- James Steckel, CFPOsaic Wealth, INC.
- Jason Iannantuono, CFPOsaic Wealth, INC.
- John Rimm, ChFCOsaic Wealth, INC.
- David Ellowitch, CFPOsaic Wealth, INC.
- Robert Springer, CFPOsaic Wealth, INC.