Joseph Kevin Mcbride

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

• 12/1990 → 11/2023
  Fsc Securities Corporation
  Marlton, NJ
• 11/1990 → Present
  Strategic Financial Advisors Corporation
  Marlton, NJ
• 11/2023 → Present
  Osaic Wealth, Inc.
  Mount Laurel, NJ

Previous Registrations

• 2008-04-16 → 2023-11-03
  Fsc Securities Corporation
  Marlton, NJ
  Mount Laurel, NJ

Other Businesses

1) J. KEVIN MCBRIDE POSITION: Insurance producer NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 01/01/1991 ADDRESS: 1300 Route 73, Suite 110, Mount Laurel NJ 08054-2200 DESCRIPTION: Sale of Life Insurance, LTC, Fixed Annuities 2) STRATEGIC FINANCIAL ADVISORS CORPORATION POSITION: Financial Advisor NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2000 ADDRESS: 1300 Route 73, Suite 110, Mount Laurel NJ 08054-2200 DESCRIPTION: Financial Planning 3) STRATEGIC FINANCIAL SERVICES CORP POSITION: Certified Financial Planner NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 110 START DATE: 01/01/1991 ADDRESS: 1300 Route 73, Suite 110, Mount Laurel NJ 08054-2200 DESCRIPTION: Financial Advisor

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-10-25

Designations

• Certified Financial Planner

Other Names

• J Kevin Mcbride