John Timothy Ramirez

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

• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Meridian, ID

Previous Registrations

• 2005-11-14 → 2023-09-01
  Osaic Services, Inc.
  Phoenix, AZ
  Meridian, ID
  La Crosse, WI
  Meridian, ID
• 2003-02-21 → 2004-10-29
  Cetera Advisors Llc
  Meridian, ID

Other Businesses

1. JOHN T. RAMIREZ POSITION: Other - Insurance Agent NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 3 START DATE: 08/23/2004 ADDRESS: 1395 W Bear Track Drive, Meridian ID 83642, United States DESCRIPTION: Sale of fixed insurance products. 2. JOHN RAMIREZ POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/23/2004 ADDRESS: 1395 W. Bear Track Drive, Meridian ID 83642, United States DESCRIPTION: Offer and place Fixed Life

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-10-21
• S63 Uniform Securities Agent State Law Examination
  1987-05-08