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Jon Charles Mcaleney

Osaic Wealth, Inc.

Chester, NJ

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2024-12-10
FL RA APPROVED 2024-12-09
NY RA APPROVED 2024-12-06
CT RA APPROVED 2024-12-05
PA RA APPROVED 2024-12-05
NJ RA APPROVED 2024-12-04
VT RA APPROVED 2024-12-04
  • NV RA
    APPROVED
    Since 2024-12-10
  • FL RA
    APPROVED
    Since 2024-12-09
  • NY RA
    APPROVED
    Since 2024-12-06
  • CT RA
    APPROVED
    Since 2024-12-05
  • PA RA
    APPROVED
    Since 2024-12-05
  • NJ RA
    APPROVED
    Since 2024-12-04
  • VT RA
    APPROVED
    Since 2024-12-04

Branch Locations

1 Mill Ridge Lane, Suite 201A, Chester, NJ 07930 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
The Investment Center Inc Chester NJ 09/2010 11/2024
Ic Advisory Services Inc Chester NJ 09/2010 11/2024
Osaic Wealth Chester NJ 11/2024 Present
  • 09/2010 → 11/2024
    The Investment Center Inc
    Chester, NJ
  • 09/2010 → 11/2024
    Ic Advisory Services Inc
    Chester, NJ
  • 11/2024 → Present
    Osaic Wealth
    Chester, NJ
Previous Registrations
  • 2010-09-07 → 2024-12-13
    Ic Advisory Services, Inc.
    Bedminster, NJ
    Bedminster, NJ
    Chester, NJ
  • 2009-10-05 → 2010-09-08
    Bedminster, NJ
  • 2007-01-17 → 2009-10-05
    Ameriprise Advisor Services, Inc.
    Bedminster, NJ
  • 2005-12-13 → 2007-01-19
    Bedminster, NJ
    Bedminster, NJ
Other Businesses

1. MCALENEY WEALTH MANAGEMENT POSITION: Owner NATURE: DBA for securities INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 140 START DATE: 09/03/2010 ADDRESS: 1 Millridge Lane, Suite 201A, Chester NJ 07930 DESCRIPTION: Owner 2. SAMSON MANAGEMENT SERVICES POSITION: owner NATURE: real estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2010 ADDRESS: 6 Butternut Drive, PO Box 274, Brookside NJ 07926 DESCRIPTION: manages real estate properties 5. RENTAL PROPERT IN MA POSITION: owner NATURE: I rent out my vacation home in MA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/19/2015 ADDRESS: 1 Butternut Lane, PO Box 274, Brookside NJ 07926 DESCRIPTION: I rent out my vacation home in MA 6. NETWORKING GROUP POSITION: Tip Master NATURE: This is a national networking group that exchanges business ideas and referrals. If I receive or give a referral there's no money exchanged. We only compensated directly from the referral not from a member of the group. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2014 ADDRESS: 517 Rt 10, Randolph NJ 07869, United States DESCRIPTION: This is a national networking group that exchanges business ideas and referrals. My job consist of keeping track of the referrals for the group of 15 members. Again no money is exchange for receiving or giving a referral for any member of this group.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-16
S63 Uniform Securities Agent State Law Examination 1986-02-26
  • S66 Uniform Combined State Law Examination
    2005-09-16
  • S63 Uniform Securities Agent State Law Examination
    1986-02-26

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