John Spatola
Investment adviser representative at Osaic Wealth, Inc.
11 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
11 years in the industry.
- Osaic Wealth, Inc.Sep 2020 to now
- Royal AllianceSep 2020 to now
- Santander Bank, NAMar 2018 to Sep 2020
- Santander Securities, LLCMar 2018 to Sep 2020
- Weyerbacher BrewingDec 2016 to Mar 2018
- Crump InsuranceMar 2016 to Mar 2018
- Industrial CoverageMar 2016 to Mar 2018
- Raymond James Financial Services Advisors Inc.Aug 2015 to Mar 2018
- Raymond James Financial Services,incJul 2015 to Mar 2018
- United Nations Federal Credit UnionJul 2015 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 5284289
- Firm CRD
- 23131