John Edward Shetterly

Employer firm

O'sHaughnessy Asset Management, LLC CRD 144594

$19.8B regulatory AUM 1,369 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 05/2022
  T. Rowe Price
  Owings Mills, MD
• 05/2022 → 02/2025
  Lincoln Financial Securities Corporation / Osaic Fs
  Philadelphia, PA
• 05/2022 → 02/2025
  Lincoln Financial Advisors Corporation / Osaic Fa
  Philadelphia, PA
• 05/2022 → 02/2025
  Lincoln Financial Advisors & Securities / Osaic Fa & Fs
  Philadelphia, PA
• 01/2025 → 03/2025
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 03/2025 → Present
  O'SHaughnessy Asset Management, Llc
  Stamford, CT
• 04/2026 → Present
  Franklin Distributors, Llc
  Westminister, MD

Previous Registrations

• 2025-01-24 → 2025-03-24
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 2022-05-20 → 2025-01-24
  Osaic Fa, Inc.
  Radnor, PA
  Fort Wayne, IN
• 2015-09-16 → 2022-06-07
  T. Rowe Price Advisory Services, Inc.
  Owings Mills, MD
• 2011-01-05 → 2015-08-25
  Edward Jones
  St Louis, MO
  St. Louis, MO
• 2005-10-06 → 2011-01-03
  J.J.B. Hilliard, W.L. Lyons, Llc
  Louisville, KY
  Louisville, KY
• 1998-01-01 → 2005-09-23
  Legg Mason Wood Walker, Incorporated
  Baltimore, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-05-08
• S63 Uniform Securities Agent State Law Examination
  1996-12-31