John Richard Williamson

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

• 03/2006 → 01/2025
  Lincoln Financial Advisors
  Columbus, OH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Columbus, OH

Previous Registrations

• 2006-03-13 → 2025-01-24
  Osaic Fa, Inc.
  Columbus, OH
• 2000-01-01 → 2006-01-05
  Bueter & Associates Inc
  Columbus, OH

Other Businesses

1) JOHN R WILLIAMSON POSITION: Agent NATURE: Life Insurance and fixed annuity companies INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/01/2006 ADDRESS: 7650 Rivers Edge Drive, Columbus OH 43235, United States DESCRIPTION: I will use these companies based upon recommendations to my clients who need life insurance or fixed annuities based upon our planning process 2) JOHN R WILLIAMSON, CPA POSITION: Owner NATURE: Preparation of a limited number of tax returns and tax audit consulting INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 4982 Tempe rd, Powell OH 43065, United States DESCRIPTION: preparation of limited number of tax returns (60), tax audit consulting

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-06-23
• S66 Uniform Combined State Law Examination
  1999-04-08