William Jonathan Andrew

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

• 09/2014 → 10/2016
  Morgan Stanley
  Peoria, IL
• 10/2016 → 12/2017
  Sii Investments Inc
  Morton, IL
• 01/2018 → 01/2024
  Woodbury Financial Services Inc
  Morton, IL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Peoria Heights, IL

Previous Registrations

• 2018-01-02 → 2024-01-19
  Woodbury Financial Services, Inc.
  Morton, IL
  Peoria Heights, IL
• 2016-10-03 → 2017-12-31
  Sii Investments, Inc.
  Morton, IL
• 2014-09-05 → 2016-10-19
  Morgan Stanley
  Peoria, IL
• 2012-07-30 → 2014-09-08
  Edward Jones
  St Louis, MO
  Peoria, IL

Other Businesses

1) SALVATION ARMY/ECHELON POSITION: Board Member NATURE: Charity INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2017 ADDRESS: 401 NE Adams St, Peoria IL 61603, United States DESCRIPTION: Serve food once a week, help organize a large fundraiser event once a year. 2) WILLIAM JON ANDREW POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/02/2018 ADDRESS: 4810 N Prospect Rd, Peoria Heights IL 61616, United States DESCRIPTION: Sell insurance products 3) WILLIAM JONATHAN ANDREW POSITION: Owner NATURE: Individual/Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 10/15/2018 ADDRESS: 1204 E Lake Ave, Peoria Heights IL 61616, United States DESCRIPTION: Rental home. 4) HEIGHTS WEALTH MANAGEMENT POSITION: owner/financial advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 120 START DATE: 10/04/2021 ADDRESS: 4810 N Prospect Rd, Peoria Heights IL 61616, United States DESCRIPTION: Financial Advisor: Meet with clients, recommend investments, manage portfolios, create financial plans, business marketing

Exams

• S66 Uniform Combined State Law Examination
  2012-06-01

Other Names

• Jon Andrew