John Edmond Winston

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

• 01/1992 → Present
  John Winston, Cfp, Ea, Ata
  Nampa, ID
• 01/2009 → Present
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Nampa, ID

Previous Registrations

• 2007-08-23 → 2023-09-01
  Osaic Services, Inc.
  Nampa, ID

Other Businesses

1) JOHN WINSTON POSITION: Owner - NATURE: Other - Direct ownership of a rental house @ 812 11th Avenue South, Nampa, ID 83651 that is zoned Commerical INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/31/2000 ADDRESS: 124 Meffan Avenue, Nampa ID 83651, United States DESCRIPTION: maintain property and rent it out 2) JOHN WINSTON, CFP, EA POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 01/01/1992 ADDRESS: 124 Meffan Avenue, Nampa ID 83651, United States DESCRIPTION: Doing bookkeeping, payroll and tax prep for various clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-02-03
• S63 Uniform Securities Agent State Law Examination
  1985-08-14

Designations

• Certified Financial Planner