John Robert Bogucz

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

• 07/2007 → 04/2025
  Western International Securities, Inc.
  Pasadena, CA
• 04/2025 → Present
  Osaic Wealth, Inc.
  Boonton, NJ

Previous Registrations

• 2018-09-18 → 2025-04-04
  Western International Securities, Inc.
  Pasadena, CA
  Boonton, NJ
  Crystal Bay, NV
  Campbell, CA
  Estero, FL
• 2002-09-09 → 2004-11-04
  Ubs Financial Services Inc.
  Florham_Park, NJ

Other Businesses

1. JOHN BOGUCZ POSITION: myself NATURE: I make and sell an original board game on ETSY. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1997 ADDRESS: 5 Spruce Court, Boonton NJ 07005, United States DESCRIPTION: I make by hand and original board game that I invented, and I sell the game on ETSY. It is my hobby. 2. JOHN BOGUCZ POSITION: Financial Adviser NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2007 ADDRESS: 5 Spruce Court, Boonton NJ 07005, United States DESCRIPTION: I offer my clients life insurance and variable and fixed rate annuities. 3. BOONTON TOWNSHIP VOLUNTEER FIRE DEPARTMENT POSITION: Treasurer NATURE: I am the treasurer of the Boonton Township volunteer fire department. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2000 ADDRESS: 2 Old Denville Road, Boonton NJ 07005, United States DESCRIPTION: I pay the bills and help prepare the financial information for the accountant to do the taxes. I report the financial information to the members once a month. I also do the financials for the fire department's relief association and I am audited every other year.

Exams

• S66 Uniform Combined State Law Examination
  2018-09-15
• S63 Uniform Securities Agent State Law Examination
  1987-04-20