John David Pojawis

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

• 01/1986 → Present
  John D Pojawis, Cpa
  Audubon, NJ
• 12/2002 → Present
  American General Securities Incorporated
  Audubon, NJ
• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Haddon Township, NJ

Previous Registrations

• 2008-10-31 → 2023-09-01
  Osaic Services, Inc.
  Haddon Township, NJ
• 2007-11-01 → 2008-10-31
  American General Securities Incorporated
  Haddon Township, NJ

Other Businesses

1. FREEDOM FINANCIAL SERVICES, INDEPENDENT INSURANCE SALES, INVESTMENT RELATED, COMMENCED 08/2002, DBA, 2% TIME SPENT, 100% OWNERSHIP, AGENT/REPRESENTATIVE: JOHN D POJAWIS, JR, CPA, TAX PREPARATION, NON INVESTMENT RELATED, SOLE PROPRIETORSHIP, 400 HOURS PER MONTH TIME SPENT, 100% OWNERSHIP, OWNER; FREEDOM FINANCIAL, FREEDOM FINANCIAL SERVICES, INS. SALES (O/S AGSI), COMM 12/02, INVEST. RELATED, SOLE PROPR, TIME SPENT 10 HRS/MO, 100% OWNRSHP, AGENT; KNIGHT OF COLUMBUS, NON-PROF ORG., COMM 09/06, NON-INVEST. RELATED, TIME SPENT 2 HRS/MO, O% OWNRSHP, OFFICER;... 2. THE FRIENDS OF THE OCEAN CITY POPS, INC. POSITION: BOARD OF TRUSTEE NATURE: NONPROFIT CORPORATION INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/17/2019 ADDRESS: P.O. BOX 931, OCEAN CITY NJ 08226, United States DESCRIPTION: AS A CPA, I'VE BEEN ASKED TO HELP OUT WITH ANY FEDERAL AND STATE TAX ISSUES THAT ARISE FOR A 501(C)3 ORGANIZATION AND TO MAKE SURE THEY STAY TAX COMPLIANT FOR FEDERAL AND STATE INCOME TAX PURPOSES. 3. FREEDOM FINANCIAL POSITION: OWNER NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 12/10/2020 ADDRESS: 153 CUTHBERT BLVD, HADDON TOWNSHIP NJ 08107, United States DESCRIPTION: SELL INSURANCE - LIFE, HEALTH, DISABILITY

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-19
• S63 Uniform Securities Agent State Law Examination
  2002-12-18