John Joseph Iannantuono

Current Employers

Employment History

• 05/1982 → Present
  Union Central Life
  Cincinnati, OH
• 06/1982 → Present
  Employee Benefits Co
  Allentown, PA
• 09/1992 → Present
  American Financial Mgmt Group
  Berwyn, PA
• 09/1995 → Present
  Ifg/Russell Advisors, Inc.
  Berwyn , PA
• 05/2014 → 08/2024
  Triad Advisors, Inc.
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Allentown, PA

Previous Registrations

• 1992-07-31 → 2018-12-31
  American Financial Management Group, Ltd.
  Berwyn, PA
• 1995-09-14 → 2017-12-31
  Ifg Russell Advisors Inc
  Berwyn, PA
• 2013-09-03 → 2014-05-02
  Cetera Wealth Services, Llc
  Allentown, PA
• 2007-07-19 → 2013-09-03
  Walnut Street Securities, Inc.
  Allentown, PA

Other Businesses

1) EMPLOYEE BENEFITS CONSULTANTS, LLC POSITION: Consultant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/19/2025 ADDRESS: Allentown PA 18106, United States DESCRIPTION: Consulting with a beneficiary and/or executor to navigate a decedent's complex estate. There is no legal advice or tax advice given to anyone. We will work with the beneficiaries and/or executor that have more complex estates and consult on the septs needed to work through the legal and tax systems in settling estates that require more complexity ie large land holdings, unincorporated businesses, business transfers. Consult with the beneficiary and/or executor on business transfers and estate settlement. 2) LOWHILL TOWNSHIP POSITION: supervisor NATURE: advisory board INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 700 Herer Road, New Tripoli PA 18066, United States DESCRIPTION: making recommendations to the Board of Supervisors regarding subdivision plans and land development plans, periodically reviewing and if necessary updating the Township ' s master comprehensive plan, reviewing and making recommendations to the Township Board regarding proposed amendments to the Township ' 1/7/2025 - supervisor resigned due to health conditions and I was nominated to be the supervisor for 2025. 3) INDICON,INC./EMPLOYEE BENEFITS CONSULTANTS POSITION: PARTNER/OWNER/IND INS AGENT NATURE: DISAB,FIXED ANNUITY,LIFE/ACC/HLTH,LTC Also preform administrative duties for client's SIMPLE IRA plans. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1980 ADDRESS: 682 North Brookside Road, Suite 100, Allentown PA 18106, United States DESCRIPTION: INSURANCE CONSULTING/SALES Also preform administrative duties for client's SIMPLE IRA plans

Exams

• S63 Uniform Securities Agent State Law Examination
  1980-11-26

Designations

Other Names

• Jack Iannantuono