Jon Stephen Clare

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

• 02/2000 → 01/2025
  Lincoln Financial Advisors
  Northfield, IL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Northfield, IL

Previous Registrations

• 2001-02-06 → 2025-01-24
  Osaic Fa, Inc.
  Northfield, IL
  Northfield, IL
  Chicago, IL

Other Businesses

1) JON STEPHEN CLARE 181 WAUKEGAN ROAD SUITE 102 NORTHFIELD, IL 60093 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: SALE OF DISABILITY INSURANCE. START DATE: 01/2000 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 2) JON S. CLARE 181 WAUKEGAN ROAD SUITE 102 NORTHFIELD, IL 60093 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: SALES AND SERVICE OF DI, FIXED AND INDEXED ANNUITIES AND TRADITIONAL LIFE INSURANCE. START DATE: 01/01/2000 HOURS PER MONTH: 80 HOURS PER MONTH DURING TRADING HOURS: 80

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-12-14
• S63 Uniform Securities Agent State Law Examination
  1993-01-26