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John E. Layug

Investment adviser representative at Osaic Advisory Services, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$15.5BFirm assets

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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

14 years in the industry.

  1. Osaic Advisory Services, LLCFeb 2026 to now
  2. Osaic Wealth, Inc.Jan 2025 to now
  3. Lincoln Financial AdvisorsJun 2012 to Jan 2025

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law1997
  • Series 63 · Uniform Securities Agent State Law2022

State registrations

Registered as an investment adviser representative in 1 state (MD).

Osaic Advisory Services, LLC

$15.5BAssets managed
29,898Clients
348Advisers
12 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
2485292
Firm CRD
171070
Advisor's SEC record (opens in a new tab)
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