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John Paul Mccaughan

Osaic Wealth, Inc.

Collingswood, NJ

CRD 1762848

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Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-01-24
  • NJ RA
    APPROVED
    Since 2025-01-24

Branch Locations

900 Haddon Avenue Suite 432, Collingswood, NJ 08108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Corporation Collingswood NJ 06/1998 01/2025
Lincoln National Life Insurance Co Collingswood NJ 06/1998 Present
Lincoln Financial Advisors Corp. Collingswood NJ 09/1999 01/2025
Osaic Wealth, Inc. Collingswood NJ 01/2025 Present
  • 06/1998 → 01/2025
    Lincoln Financial Advisors Corporation
    Collingswood, NJ
  • 06/1998 → Present
    Lincoln National Life Insurance Co
    Collingswood, NJ
  • 09/1999 → 01/2025
    Lincoln Financial Advisors Corp.
    Collingswood, NJ
  • 01/2025 → Present
    Collingswood, NJ
Previous Registrations
  • 2004-04-19 → 2025-01-24
    Osaic Fa, Inc.
    King Of Prussia, PA
    Cherry Hill, NJ
    Paramus, NJ
    Collingswood, NJ
Other Businesses

1. JOHN MCCAUGHAN 900 HADDON AVENUE SUITE 432 COLLINGSWOOD, NJ CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING DISABILITY INSURANCE, FIXED ANNUITIES AND TRADITIONAL LIFE INSURANCE PRODUCTS START DATE: 5/2018 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 2. PRISCO FINANCIAL POSITION: Agent NATURE: Selling fixed insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/06/2016 ADDRESS: 900 Haddon Ave., Suite 432, Collingswood NJ 08108, United States DESCRIPTION: offering fixed and indexed annuities, disability insurance and traditional life insurance

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-01-06
  • S63 Uniform Securities Agent State Law Examination
    1988-01-06
Other Names
  • Jack Mccaughan

View on SEC IAPD

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