Julian Adam Marturano

Current Employers

Employment History

• 12/2009 → 01/2024
  Woodbury Financial Services
  Irwin, PA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Irwin, PA

Previous Registrations

• 2009-12-09 → 2024-01-19
  Woodbury Financial Services, Inc.
  Irwin, PA
  Fountain Hills, AZ
  Fountain Hills, AZ
• 2005-06-01 → 2009-12-14
  Equitable Advisors, Llc
  New York, NY
  Irwin, PA
  Irwin, PA
• 2003-09-08 → 2005-06-01
  Mony Securities Corporation
  Irwin, PA

Other Businesses

1. ITALIAN SONS & DAUGHTERS POSITION: General Agent NATURE: Fraternal Life Insurance & Annuity Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/30/2018 ADDRESS: 419 Wood St #3, Pittsburgh PA 15222, United States DESCRIPTION: Selling and Servicing Fixed life insurance and annuity business 2.PETERSEN INTERNATIONAL UNDERWRITERS POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/08/2018 ADDRESS: 23929 Valencia Blvd, Second Floor, Valencia CA 91355, United States DESCRIPTION: Selling and Servicing of Health Insurance and Disability contracts 3. AMERITAS LIFE INSURANCE CORP POSITION: Agent NATURE: Insurance Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/16/2019 ADDRESS: 1876 Waycross Rd, PO Box 40888, Cincinnati OH 45240, United States DESCRIPTION: Agent responsible for the sales and servicing of insurance policies issued by Ameritas. 4. SERVICE FINANCIAL GROUP POSITION: General Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 10/25/2017 ADDRESS: 901 Seventh St, Trafford PA 15085, United States DESCRIPTION: Responsible for sales and servicing life insurance policies issued by Augustar as well as recruiting and servicing the needs of other agents appointed with Augustar under my General Agency. 5. SAFE HARBOR FINANCIAL, INC POSITION: Sales Representative NATURE: Insurance and Fixed Annuity Agency INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/07/2024 ADDRESS: 935 Kings Highway, Suite 300, West Deptford NJ 08086, United States DESCRIPTION: Sales of Fixed Annuities 6. SERVICE WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Sole Prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 12/09/2009 ADDRESS: 901 Seventh St, Trafford PA 15085, United States DESCRIPTION: This is a DBA for my business. Financial Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-11
• S63 Uniform Securities Agent State Law Examination
  1991-12-13

Designations

Other Names

• Jay Marturano
• Julian Adam Reid