John Darryl Storm

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

• 03/2014 → 03/2021
  World Financial Group, Inc.
  Chino, CA
• 09/2014 → 03/2021
  Transamerica Financial Advisors, Inc
  Chino, CA
• 05/2015 → Present
  Health Insurnace
  Lodi, UT
• 03/2021 → 06/2024
  Securities America Advisors
  Eastvale, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Eastvale, CA

Previous Registrations

• 2022-04-06 → 2024-06-14
  Securities America Advisors, Inc.
  Eastvale, CA

Other Businesses

DBA: Win Wealth Solutions JOHN STORM INSURANCE POSITION: I am the CEO NATURE: Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2012 ADDRESS: 7852 Natoma st, Eastvale CA 92880 DESCRIPTION: I actively seek new health insurance clients, usually from existing clients, that just happen to need assistance getting healthcare.I am a certified covered California health agent, I am appointed with multiple healthcare companies. JOHN STORM INSURANCE POSITION: Agent NATURE: Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2012 ADDRESS: 7852 Natoma st, Eastvale CA 92880 DESCRIPTION: I assist when necessary my existing clients and new clients with their purchase of Health Insurance. I am a certified covered California agent and am appointed with all the major health providers. WIN WEALTH SOLUTIONS POSITION: I am a wealth management specialist NATURE: I have passed my 65 securities license for Advisory services INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 75 START DATE: 04/04/2022 ADDRESS: 7852 Natoma st, Eastvale CA 92880 DESCRIPTION: We will be offering advisory services for a fee PART TIME EMPLYMENT POSITION: part time employee NATURE: I am getting a part time job with UPS as a baggage handler. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 09/06/2022 ADDRESS: 3480 E Jurupa Street, Ontario CA 91761 DESCRIPTION: Handling baggage on and off airplanes at UPS site in Ontario, California

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-01
• S63 Uniform Securities Agent State Law Examination
  2008-06-30

Other Names

• Jon Storm