John Henry Chitwood

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

• 01/2009 → Present
  Sagepoint Financial, Inc
  Phoenix, AZ

Previous Registrations

• 2011-09-08 → 2013-09-19
  Osaic Services, Inc.
  Phoenix, AZ
  Scottsdale, AZ

Other Businesses

CARUSO FAMILY TRUST POSITION: Successor Trustee NATURE: Family Trust (parents) INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/09/1993 ADDRESS: 18310 W Indigo Brush Rd, Goodyear AZ 85338, United States DESCRIPTION: Successor Trustee - the date above is the date of the trust. Just found out I am co-successor trustee with sibling after mother passed away, July 2015

Exams

• S66 Uniform Combined State Law Examination
  2011-08-29
• S63 Uniform Securities Agent State Law Examination
  1990-09-06

Other Names

• John Henry Chitwood
• John H Chitwood