John Lee Wilson

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

• 11/2002 → 01/2025
  Lincoln Financial Advisors
  Houston, TX
• 01/2025 → Present
  Osaic Wealth, Inc.
  Houston, TX

Previous Registrations

• 2002-12-11 → 2025-01-24
  Osaic Fa, Inc.
  Houston, TX
  Houston, TX

Other Businesses

1) JOHN WILSON 1330 POST OAK BLVD HOUSTON, TX CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS HEALTH INSURANCE, COMMISSION BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED/INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, SERVICE FEE-BASED GROUP BENEFITS START DATE: 10/2008 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2) DR. BILL WILSON COMMITTEE POSITION: committee member NATURE: Committee Committee reviews and recommends grants/awards for student life improvements and projects. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/11/2025 ADDRESS: 6340 S Main, Houston TX 77024, United States DESCRIPTION: review grant requests and make recommendations for funding along with other committee members. 3) PARRISH FELLOWSHIP COMMITTEE POSITION: committee member NATURE: Committee to award fellowships to Rice University students. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: 6340 S Main, Houston TX 77024, United States DESCRIPTION: review grant requests and recommend awards

Exams

• S66 Uniform Combined State Law Examination
  2002-12-10
• S63 Uniform Securities Agent State Law Examination
  1990-06-22