James Antony Clary

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

• 07/2008 → 11/2019
  Equity Services
  Montpelier, VT
• 07/2008 → 11/2019
  National Life Group
  Montpelier, VT
• 11/2019 → 01/2025
  Lincoln Financial Advisors, Inc
  Media, PA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Media, PA

Previous Registrations

• 2019-11-14 → 2025-01-24
  Osaic Fa, Inc.
  Broomall, PA
  Blue Bell, PA
  Media, PA
• 2008-07-31 → 2019-11-14
  Equity Services, Inc.
  Montpelier, VT
  Media, PA
  Montpelier, VT
  Media, PA
• 2002-10-23 → 2008-07-29
  Hornor, Townsend & Kent, Llc
  Conshohocken, PA
  Wilmington, DE
  Mt Laurel, NJ
  Horsham, PA
  Broomall, PA
  Conshohocken, PA

Other Businesses

1)NARROW PATH FINANCIAL GROUP POSITION: Agent NATURE: same as above INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 11/01/2019 ADDRESS: 103 Hearth Road, Broomall PA 19008, United States DESCRIPTION: offer above products /services to clients OFFERING DISABILITY INSURANCE, TRADITIONAL LIFE INSURANCE, FIXED ANNUITIES, AND LONG TERM CARE INSURANCE 2) JAMES CLARY 419 N ORANGE STREET MEDIA PA 19063 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING LIFE SETTLEMENTS AND PREMIUM FINANCING START DATE: 11/05/2019 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-11-25
• S65 Uniform Investment Adviser Law Examination
  1994-07-18