Jan Faith Witt

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

• 06/1998 → 01/2025
  Lincoln Financial Advisors Corporation
  Cleveland, OH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Orange Village, OH

Previous Registrations

• 2000-01-01 → 2025-01-24
  Osaic Fa, Inc.
  Solon, OH
  Orange Village, OH
  Solon, OH

Other Businesses

1) JAN WITT 100 PARK AVENUE, SUITE 425, CLEVELAND, OH 44122 CATEGORY: INDEX ANNUITIES INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING INDEX ANNUITIES. START DATE: 3-1-13 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 2) DAVID COMIONO REVOCABLE TRUSST POSITION: co-trustee NATURE: Co-trustee of my husband's revocable living trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: 8564 Settlers Passage, Brecksville OH 44141 DESCRIPTION: named co-trustee of my husband's living trust

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-11-01

Other Names

• Jan F Comiono
• Jan Faith Witt
• Jan Faith Witt-Comiono