John Allen Jesonowski

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

• 03/2003 → Present
  United Securities Alliance
  Elma, NY
• 05/2003 → Present
  Bisys Insurance
  Garden City, NY
• 05/2003 → Present
  Specific Solutions
  Williamsville, NY
• 01/2000 → Present
  Royal Financial Group
  Depew, NY
• 03/2003 → Present
  National Integrity/Jackson National Life
  Depew, NY
• 03/2007 → Present
  Royal Alliance Associates, Inc.
  Depew, NY

Other Businesses

1) BISYS, INVESTMENT RELATED, 585 STEWARD AVE, SUITE LL-36 GARDEN CITY, NY 11530. STATUTORY AGENT, SINCE 2005, 10 HRS/MTH, .5 HRS/DST. INSURANCE - SELL LIFE INSURANCE AND FIXED ANNUITIES. 2) ROYAL FINANCIAL GROUP, LLC., INVESTMENT RELATED, 1780 UNION ROAD, WEST SENECA, NY 14224. PARTNER, SINCE 2000, 5 HRS/MTH, 5 HRS/DST. INSURANCE - I OFFER LIFE INSURANCE AND FIXED ANNUITIES TO MY CLIENTS. 3) ROYAL ALLIANCE ASSOCIATES, INC., INVESTMENT RELATED, 1780 UNION ROAD, SUITE 2, WEST SENECA, NY 14224. REGISTERED INVESTMENT ADVISOR, SINCE 1/1/2008, 50 HRS/MTH, 50 HRS/DST. CORPORATE REGISTERED INVESTMENT ADVISOR - MANAGE PORTFOLIOS FOR CLIENTS, ASSET MONITORING AND ACTIVE MANAGEMENT. 4) ROYAL FINANCIAL GROUP, INVESTMENT RELATED, 1780 UNION ROAD, SUITE 2, WEST SENECA, NY 14224. PARTNER, SINCE 3/1/2000, 160 HRS/MTH, 160 HRS/DST. ROYAL FINANCIAL GROUP IS OUR DBA FOR OUR OSJ WITH ROYAL ALLIANCE ASSOCIATES, INC. 5) JOHN JESONOWSKI POSITION: Self NATURE: Self INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2000 ADDRESS: 950 A Union Rdf, Ste 120, West Seneca NY 14224, United States DESCRIPTION: I offer life insurance and fixed annuities to my clients Through a number of fixed carriers. 6) ROYAL FINANCIAL GROUP POSITION: Partner - NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/01/2000 ADDRESS: 950 A Union Rd., Ste 120, West Seneca NY 14224, United States DESCRIPTION: royal financial group is our dba for our osj with royal alliance associate

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-30
• S63 Uniform Securities Agent State Law Examination
  1995-11-10