John Jay Meneely

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

• 01/2008 → Present
  Sunset Financial Services
  Kansas City, MO
• 11/2014 → 06/2024
  Securities America, Inc.
  Omaha, NE
• 02/2008 → Present
  Lfg Inc. Dba Lifetime Financial Group
  Omaha, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Omaha, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Omaha, NE

Previous Registrations

• 2023-08-22 → 2024-06-14
  Securities America Advisors, Inc.
  Omaha, NE

Other Businesses

1. NAIFA POSITION: State President Elect NATURE: I am currently on the board of NAIFA Nebraska, currently serving as State of Nebraska President Elect. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2026 ADDRESS: 11207 W. Dodge RD suite 200, Omaha NE 68154, United States DESCRIPTION: I sever as Nebraska state Pres elect 2. GENERAL NOTARY STATE OF NEBRASKA POSITION: notary NATURE: I have received my notary commission for Nebraska INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/22/2023 ADDRESS: 11207 WEST DODGE ROAD, SUITE 200, Omaha NE 68154 DESCRIPTION: The ability to witness and notarize signatures. 3. LIFETIME INSURANCE INC. POSITION: Owner NATURE: Property and Casualty insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 04/15/2011 ADDRESS: 11207 W. Dodge Rd suite 200, Omaha NE 6815 DESCRIPTION: Owner of an insurance agency 4. LFG INC DBA LIFETIME FINANCIAL GROUP POSITION: Owner NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITY TRADING HOURS: 40 START DATE: 02/15/2008 ADDRESS: 11207 W Dodge Rd, Suite 200, Omaha, NE 68154 DESCRIPTION: Owner/President Service clients through the sales of Insurance, Mutual Funds and Variable products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-10
• S63 Uniform Securities Agent State Law Examination
  1985-04-04