John Joseph Donahoe

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-11-07

CA RA
APPROVED

Since 2023-11-07

Branch Locations

Roseville, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
First Command Financial Planning, Inc.	Fort Worth	TX	08/2014	11/2023
First Command Insurance Services, Inc.	Fort Worth	TX	08/2014	11/2023
First Command Advisory Services	Fort Worth	TX	12/2015	11/2023
Osaic Wealth, Inc.	Roseville	CA	11/2023	Present

08/2014 → 11/2023

First Command Financial Planning, Inc.

Fort Worth, TX
08/2014 → 11/2023

First Command Insurance Services, Inc.

Fort Worth, TX
12/2015 → 11/2023

First Command Advisory Services

Fort Worth, TX
11/2023 → Present

Osaic Wealth, Inc.

Roseville, CA

Previous Registrations

2015-12-15 → 2023-11-27

First Command Advisory Services

Fort Worth, TX
2014-05-28 → 2015-12-15

First Command Brokerage Services, Inc.

Fairfield, CA

Roseville, CA

Fairfield, CA

Other Businesses

1. INSURANCE AGENT POSITION: Insurance Agent NATURE: Insurance sales (Life, Long-term care, disability, property/casualty, annuity).There is no conflict of interest in this activity as it is part of a holistic review of a client's financial situation and seeking to meet the client need with the solution that provides the best fit. I receive compensation in the form of commissions from insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 11/07/2023 ADDRESS: 140 Diamond Creek Place, Suite 190, Roseville CA 95747, United States DESCRIPTION: As I review clients goals and needs with their current circumstances, I identify financial gaps and whether an insurance product is the appropriate way to reduce risk in their overall financial life. The analysis comes after a robust conversation that reviews cash and debt management, wealth management and risk management. 2. IRONBRIDGE WEALTH COUNSEL, LLC POSITION: Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 11/07/2023 ADDRESS: 140 Diamond Creek Place, Suite 190, Roseville CA 95747, United States DESCRIPTION: DBA for securities and insurance business 3. IRONBRIDGE WEALTH COUNSEL, LLC POSITION: Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 11/02/2023 ADDRESS: 2245 BEL AIR LN, ROSEVILLE CA 95678, United States DESCRIPTION: DBA for securities and insurance business