John Eaton Bradley

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

• 10/2023 → 01/2025
  Lincoln Financial Advisors Corporation
  Hunt Valley, MD
• 10/2019 → 10/2023
  The Bradley Company
  Cockeysville, MD
• 04/2015 → Present
  Edwardsville Borough Policy Depatrment
  Edwardsville, PA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Hunt Valley, MD

Previous Registrations

• 2025-01-02 → 2025-01-24
  Osaic Fa, Inc.
  Hunt Valley, MD

Other Businesses

1) EDWARDSVILLE BOROUGH POLICE DEPT. 470 MAIN ST. EDWARDSVILLE PA CATEGORY: SERVICE INDUSTRY INVESTMENT RELATED: NO TITLE: PATROLMAN DUTIES: PATROL OFFICER START DATE: 01/2016 HOURS PER MONTH: 2 2) THE BRADLEY COMPANY, 307 INTERNATIONAL CIRCLE, STE 390, HUNT VALLEY MD CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: SALES AND SERVICES OF ACCIDENT INSURANCE, HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, INDEXED ANNUITIES, LIFE SETTLEMENTS, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 12/2022 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 3)THE BRADLEY COMPANY 307 INTERNATIONAL CIRCLE STE 390 HUNT VALLEY MD CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: SALES AND SERVICES OF ACCIDENT INSURANCE, HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, INDEXED ANNUITIES, LIFE SETTLEMENTS, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 12/2022 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 4) HERITAGE FINANCIAL CONSULTANTS, LLC POSITION: Agent/ FP NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2025 ADDRESS: 307 International Circle, Suite 390, Hunt Valley MD 21030, United States DESCRIPTION: APG Payout with Heritage Financial Consultants, LLC

Exams

• S66 Uniform Combined State Law Examination
  2024-12-17