John E. Layug

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 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

• 06/2012 → 01/2025
  Lincoln Financial Advisors
  Hunt Valley, MD
• 01/2025 → Present
  Osaic Wealth, Inc.
  Hunt Valley, MD

Previous Registrations

• 2012-06-12 → 2025-01-24
  Osaic Fa, Inc.
  Hunt Valley, MD
  Hunt Valley, MD
• 2008-10-10 → 2012-05-23
  Kestra Investment Services, Llc
  Baltimore, MD
• 1998-01-01 → 2009-01-09
  Chesapeake Advisors, Inc.
  Catonsville, MD

Other Businesses

MALLER WEALTH ADVISORS 201 INTERNATIONAL CIRCLE, STE 100 HUNT VALLEY, MD CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT/OWNER DUTIES: OFFERS HEALTH INSURANCE, COMMISSION-BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 01/2023 HOURS PER MONTH: 80 HOURS PER MONTH DURING TRADING HOURS: 80

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-12-12
• S65 Uniform Investment Adviser Law Examination
  1997-03-03

Designations

• Certified Financial Planner

Other Names

• John Edward Layug
• John E. Layug