Jan Frederick Sedlacek

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

• 04/1976 → Present
  Cornerstone Financial Group, Inc
  Succasunna, NJ
• 01/2002 → 10/2018
  Hornor, Townsend, & Kent
  Horsham, PA
• 01/2002 → 10/2018
  Penn Mutual
  Horsham, PA
• 10/2018 → 06/2024
  Securities America, Inc.
  Succasunna, NJ
• 10/2018 → 06/2024
  Securities America Advisors
  Succasunna, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Succasunna, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Succasunna, NJ

Previous Registrations

• 2018-10-26 → 2024-06-14
  Securities America Advisors, Inc.
  Succasunna, NJ
  Succasunna, NJ
• 2002-07-30 → 2018-10-31
  Hornor, Townsend & Kent, Llc
  Succasunna, NJ
  Edison, NJ

Other Businesses

1. DBA: Cornerstone Financial Group, Inc. 2. INSURANCE SALES POSITION: president NATURE: Insurance Sales Cornerstone Financial Group, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 8 START DATE: 04/01/1976 ADDRESS: 6 Carriage Lane, Succasunna NJ 07876, United States DESCRIPTION: Insurance Sales

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-09-11
• S63 Uniform Securities Agent State Law Examination
  1994-09-12

Designations

• Chartered Financial Consultant