John Joseph Zerbee
Investment adviser representative at Osaic Wealth, Inc.
36 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
36 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Cashman Financial Group IncSep 2004 to now
- Shaklee Nutritional ProductsJun 1998 to now
- C.R. Cashman & AssociatesSep 1990 to now
- EverbankMay 2005 to Jul 2017
- Securities America Advisors, Inc.Jul 2001 to Jun 2024
- Securities America, Inc.Jul 2001 to Jun 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (PA).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2171775
- Firm CRD
- 23131