John Edward Mcdonough

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

• 10/2010 → 10/2024
  American Portfolios Financial Services
  Holbrook, NY
• 10/2010 → 10/2024
  American Portfolios Advisors, Inc.
  Spring Lake Heights, NJ
• 10/2010 → Present
  Froehlich Financial Group, Ltd
  Spring Lake Heights, NJ
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2010-10-04 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2010-10-28 → 2012-03-09
  Froehlich Financial Group, Ltd.
  Spring Lake Heights, NJ
• 2009-06-01 → 2010-10-22
  Morgan Stanley
  Sea Girt, NJ
• 2005-10-24 → 2009-06-01
  Citigroup Global Markets Inc.
  Sea Girt, NJ
  Sea Girt, NJ

Other Businesses

1. INVESTMENT ADVISORY REPRESENTATIVE. PROVIDE FEE BASED INVESTMENT PROGRAMS FOR CLIENTELE. INDEPENDENT INSURANCE AGENT. 2. JEM WEALTH MANAGEMENT. DBA. INSURANCE. NOT SECURITIES RELATED. START DATE 4/15/2015. 100% OWNERSHIP. 160 HOURS DEVOTED PER MONTH, 106 HOURS DURING MARKET HOURS. 3. JEM WEALTH MANAGEMENT POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 106 START DATE: 04/15/2015 ADDRESS: 204 ROUTE 71, SPRING LAKE HEIGHTS NJ 07762, United States DESCRIPTION: Help clients manage their wealth. Help clients manage their wealth through investment advisory, securities and insurance. I am licensed to sell life insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-10-19
• S63 Uniform Securities Agent State Law Examination
  2005-06-30