John Martin Fitzgerald

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

• 05/2011 → 12/2016
  Foothill Securities, Inc.
  Fresno, CA
• 01/2010 → Present
  Metis Retirement Plan Consultants, Llc
  Fresno, CA
• 12/2016 → 06/2024
  Securities America, Inc.
  Fresno, CA
• 12/2016 → 06/2024
  Securities America Advisors, Inc.
  Fresno, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Fresno, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Fresno, CA

Previous Registrations

• 2016-12-08 → 2024-06-14
  Securities America Advisors, Inc.
  Fresno, CA
• 2011-05-26 → 2016-12-08
  Foothill Securities, Inc.
  Brentwood, CA
  Fresno, CA
  Santa Clara, CA
  Santa Clara, CA
• 2010-09-28 → 2011-06-01
  North Wealth Management Company, Llc
  Riverside, CA

Other Businesses

SECURITIES AMERICA ADVISORS POSITION: Financial Consultant NATURE: SECURITIES AMERICA ADVISORS - POSITION: IAR - NATURE: INVESTMENT ADVISORY SERVICES - INVESTMENT RELATED: YES - START DATE: 12/2016 - ADDRESS: 7081 N MARKS AVE STE 104 FRESNO, CA 93711 INVESTMENT RELATED: Yes NUMBER OF HOURS: 128 SECURITIES TRADING HOURS: 128 START DATE: 12/01/2016 ADDRESS: 7081 N. Marks Ave, #104, Fresno CA 93711, United States DESCRIPTION: Advisory services offered through Securities of America

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-21
• S63 Uniform Securities Agent State Law Examination
  2008-06-30