John Taylor

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

• 01/2019 → Present
  Weston And Tuttle, Llp
  Cameron Park, CA
• 06/2014 → 12/2019
  Moss Adams
  Rancho Cordova, CA
• 01/2025 → Present
  Osaic Wealth Inc
  Cameron Park, CA

Other Businesses

WESTON AND TUTTLE LLP POSITION: Partner NATURE: Limited Liability Partnership - Tax planning and compliance INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2019 ADDRESS: 3420 Coach Lane, Ste 11, Cameron Park CA 95682, United States DESCRIPTION: Certified Public Account providing tax planning and compliance for individuals, small business and trusts/estates

Exams

• S66 Uniform Combined State Law Examination
  2025-02-06

Other Names

• Jake Taylor