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Randy Jay Johnston

Osaic Wealth, Inc.

East Wenatchee, WA

CRD 2319033

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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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-01
WA RA APPROVED 2021-12-03
  • TX RA
    APPROVED
    Since 2023-08-01
  • WA RA
    APPROVED
    Since 2021-12-03

Branch Locations

East Wenatchee, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc East Wenatchee WA 01/2014 07/2021
Various Insurance Carriers For W&R Insurance Agencies East Wenatchee WA 01/2014 07/2021
R & M Johnston Llc East Wenatchee WA 11/2014 01/2020
Chelan County Historical Society Cashmere WA 11/2015 07/2020
Kiwanis Club Board Member Richland WA 06/2012 07/2021
Johnston Marcum Llc East Wenatchee WA 06/2015 12/2019
Lpl Financial Llc East Wenatchee WA 07/2021 12/2021
Osaic Wealth, Inc. East Wenatchee WA 12/2021 Present
  • 01/2014 → 07/2021
    Waddell & Reed, Inc
    East Wenatchee, WA
  • 01/2014 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    East Wenatchee, WA
  • 11/2014 → 01/2020
    R & M Johnston Llc
    East Wenatchee, WA
  • 11/2015 → 07/2020
    Chelan County Historical Society
    Cashmere, WA
  • 06/2012 → 07/2021
    Kiwanis Club Board Member
    Richland, WA
  • 06/2015 → 12/2019
    Johnston Marcum Llc
    East Wenatchee, WA
  • 07/2021 → 12/2021
    East Wenatchee, WA
  • 12/2021 → Present
    East Wenatchee, WA
Previous Registrations
  • 2021-07-21 → 2021-12-20
    Seattle, WA
    Kennewick, WA
    East Wenatchee, WA
  • 2014-01-10 → 2021-07-21
    Waddell & Reed
    Wenatchee, WA
    Kennewick, WA
    East Wenatchee, WA
    Seattle, WA
    Kennewick, WA
  • 2005-07-29 → 2014-01-14
    Richland, WA
    East Wenatchee, WA
    East Wenatchee, WA
  • 2003-02-28 → 2005-08-01
    Partners Capital Management, Inc.
    Wenatchee, WA
  • 1994-10-28 → 2003-03-11
    Wenatchee, WA
Other Businesses

1. JOHNSTONPRENTIS INVESTMENTS POSITION: Insurance Agent/Owner NATURE: Sole Proprietorship, Registered trade name Johnston Prentis Investments INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/03/2021 ADDRESS: 1360 Sunset Hwy, East Wenatchee WA 98802, United States DESCRIPTION: Insurance sales and service for multiple carriers 2. PACIFIC CAPITAL RESOURCE GROUP POSITION: Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/06/2022 ADDRESS: 10900 NE 4th St, #2413, STE 2300, Bellevue WA 98004, United States DESCRIPTION: insurance & securities overrides from I. Campos transactions. 3. POWER OF ATTORNEY POSITION: POA NATURE: POA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/17/2026 ADDRESS: 1360 Sunset Hwy, East Wenatchee WA 98802-4303, United States DESCRIPTION: power of attorney

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-08-30
S63 Uniform Securities Agent State Law Examination 1993-02-25
  • S65 Uniform Investment Adviser Law Examination
    1994-08-30
  • S63 Uniform Securities Agent State Law Examination
    1993-02-25

View on SEC IAPD

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