John Ely Piersall

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

• 04/1993 → 01/2025
  Lincoln Financial Advisors Corporation
  Charlotte, NC
• 01/2025 → Present
  Osaic Wealth, Inc.
  Fuquay Varina, NC

Previous Registrations

• 2016-02-09 → 2025-01-24
  Osaic Fa, Inc.
  Morrisville, NC
  Fuquay Varina, NC
  Fuquay-Varina, NC

Other Businesses

1.LIFE INSURANCE AND BROKERAGE COMPANY. INSURANCE, INVESTMENT RELATED, AGENT/BROKER, OFFERING FIXED ANNUITIES, INDEXED ANNUITIES, FIXED LIFE INSURANCE, START 07/16/2009, 12HPM, 12HDTH. 2.JOHN PIERSALL INSURANCE SALES POSITION: Agent NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/20/2025 ADDRESS: 305 Angier Road, Fuquay Varina NC 27526, United States DESCRIPTION: The sale of Fixed annuities and term insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-06-09
• S63 Uniform Securities Agent State Law Examination
  1993-04-29

Designations

• Certified Financial Planner