John Mason Burris

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

• 12/2012 → 06/2024
  Securities America, Inc.
  Chesapeake, VA
• 12/2012 → 06/2024
  Securities America Advisors, Inc.
  Chesapeake, VA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Chesapeake, VA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Chesapeake, VA

Previous Registrations

• 2012-12-07 → 2024-06-14
  Securities America Advisors, Inc.
  Chesapeake, VA
• 1999-11-16 → 2012-12-07
  Investors Security Company, Inc.
  Suffolk, VA
  Chesapeake, VA
  Chesapeake, VA
  Suffolk, VA

Other Businesses

***BURRIS INVESTMENTS POSITION: insurance sales NATURE: INSURANCE SALES - AGENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/1996 ADDRESS: 4261 Meadowridge Dr., Chesapeake VA 23321 DESCRIPTION: I sold a client a single premium immediate annuity with Penn Mutual. (client specifically asked for a SPIA) ***BURRIS INVESTMENTS POSITION: investment advisor NATURE: SECURITIES AMERICA ADVISORS - INVESTMENT ADVISORY - IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 12/01/2012 ADDRESS: 4261 Meadowridge Dr., Chesapeake VA 23321 DESCRIPTION: Investment Advisory business through Securities America Advisors only

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-09
• S63 Uniform Securities Agent State Law Examination
  1994-09-16