John Robert Dimonda

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2003 → 02/2025
  Lincoln Financial Advisors Corp.
  Whitehouse Station, NJ
• 12/2003 → Present
  Lincoln National Life Ins. Co.
  Piscataway, NJ
• 02/2013 → 02/2025
  Lincoln Financial Securities Corporation
  Philadelphia, PA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2004-04-20 → 2025-01-24
  Osaic Fa, Inc.
  Radnor, PA
  Branchburg, NJ
  Jericho, NY
  Iselin, NJ
  Paramus, NJ
  Whitehouse Station, NJ
  Palm Beach Gardens, FL
  Fort Wayne, IN
• 2002-06-27 → 2003-12-19
  Veravest Investment Advisors, Inc.
  Piscataway, NJ

Other Businesses

JOHN DIMONDA, 5 TRACY LANE BUDD LAKE, NJ 07828; REAL-ESTATE RENTAL. INVESTMENT-RELATED. TITLE: PARTNER; CORRESPOND WITH RENTAL PROPERTY MANAGER AND PAY BILLS. START-06/2006. 5 HRS PER MO; 0 DURING TRADING HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-15
• S63 Uniform Securities Agent State Law Examination
  1988-04-12