John Joseph Aguilera

Current Employers

Employment History

• 01/2009 → 09/2023
  Sagepoint Financial, Inc
  Oceanside, CA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Vista, CA

Previous Registrations

• 2005-10-31 → 2023-09-01
  Osaic Services, Inc.
  San Diego, CA
  Vista, CA
• 2005-02-11 → 2005-10-31
  Sunamerica Securities, Inc.
  Oceanside, CA
• 1999-03-11 → 2005-01-19
  Sunset Financial Services, Inc.
  Oceanside, CA

Other Businesses

1. ADVANCED FINANCIAL SOLUTIONS POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 20 START DATE: 04/01/1997 ADDRESS: 122 Civic Center Dr., Suite 103, Vista CA 92084, United States DESCRIPTION: Manage office and provide insurance and annuities to clients 2. AMIGOS DE VISTA LIONS POSITION: Member NATURE: Non-Profit - INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2002 ADDRESS: 1942 Cresthaven DR Vista, CA 92084, Vista CA 92084, United States DESCRIPTION: Civic activities. 3. CITY OF VISTA INVESTMENT ADVISORY POSITION: Investment Advisory Committee NATURE: Incorporated City INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2022 ADDRESS: 100 Civic Center Dr., Vista CA 92084, United States DESCRIPTION: Oversight of the RIA who manages the funds for the City. Our main purpose is to make sure the investment manager is following the investment policy established by the committee and the City. I/we do not make recommendations of investments, nor do we ever handle the release of funds in any manner. 4. LIFEPLANS FINANCIAL & INSURANCE SERVICES, INC. POSITION: OSJ Delegate NATURE: S-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 16 START DATE: 07/19/2024 ADDRESS: 19782 MacArthur Blvd, Suite 270, Irvine, CA 92612, United States DESCRIPTION: I will be helping with supervising Osaic Reps under Jeff Bogdan. Checking TRS, Account Periodic, emails etc. 5. FAITH LUTHERAN CHURCH POSITION: Vice President NATURE: Church non-profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: 700 Bobier Dr., Vista CA 92084, United States DESCRIPTION: Attending Board meetings and occasionally leading the meetings. Meetings will make decisions pertaining to church business. 6. ADVANCED FINANCIAL SOLUTIONS WEALTH, INC POSITION: Owner NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2025 ADDRESS: 122 Civic Center Dr, Ste 103, Vista CA 92084, United States DESCRIPTION: Financial Planning for my personal clients and wealth management through Osaic Wealth.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-03-09
• S63 Uniform Securities Agent State Law Examination
  1990-07-12

Designations

Other Names

• John J Aguilera
• John Joseph Agilera
• John J Aguilera