John Joseph Morgenthaler

Current Employers

Employment History

• 05/1992 → Present
  Wharton Business Group
  Malvern, PA
• 02/2005 → Present
  Principal Life Insurance Co
  Malvern, PA
• 02/2005 → 06/2017
  Princor Financial Services Corp
  Malvern, PA
• 02/2005 → 11/2023
  Fsc Securities Corporation, Inc
  Malvern, PA
• 01/2021 → Present
  Wharton Wealth Management, Llc
  Malvern, PA
• 11/2023 → Present
  Osaic Wealth, Inc.
  Malvern, PA

Previous Registrations

• 2007-03-16 → 2023-11-03
  Fsc Securities Corporation
  Downingtown, PA
  Malvern, PA

Other Businesses

1) OSAIC WEALTH, INC.; ALL INVESTMENT ADVISORY, SECURITIES AND NON-PRINCIPAL VARIABLE PRODUCTS TRANSACTED THROUGH OSAIC WEALTH, INC.; 09/11/13. 2) WHARTON BUSINESS GROUP POSITION: STATUTORY AGENT -WHARTON BUSINESS GROUP IS COMPLETELY SEPARATE AND IN NO WAY AFFILIATED WITH WHARTON BUSINESS GROUP LLC, AN INDEPENDENT RIA, AND WHARTON BUSINESS GROUP INC, A CORPORATION LOCATED IN THE SAME BUILDING. NATURE: CORPORATION - INVESTMENT RELATED: NO NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 60 START DATE: 06/01/1992 ADDRESS: 110 N. PHOENIXVILLE PIKE, SUITE 300, MALVERN PA 19355 DESCRIPTION: SELL LIFE INSURANCEWHARTON BUSINESS GROUP IS COMPLETELY SEPARATE AND IN NO WAY AFFILIATED WITH WHARTON BUSINESS GROUP LLC, AN INDEPENDENT RIA, AND WHARTON BUSINESS GROUP INC, A CORPORATION LOCATED IN THE SAME BUILDING. 3) 2329 YELLOW SPRINGS ROAD LP POSITION: Landlord/Owner NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2013 ADDRESS: 110 Phoenixville Pike, Suite 300, Malvern PA 19355, United States DESCRIPTION: Receive Rental Income 4) WHARTON WEALTH MANAGEMENT POSITION: Investment Adviser Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2021 ADDRESS: 110 Phoenixville Pike, Suite 300, Malvern PA 19355, United States DESCRIPTION: Advise joint client securities business

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-01-17