John Luke Charlton
Investment adviser representative at Osaic Wealth, Inc.
12 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
12 years in the industry.
- Osaic Wealth, Inc.Jan 2025 to now
- Lincoln Financial Advisors CorporationMar 2022 to Jan 2025
- Fidelity InvestmentsApr 2021 to Mar 2022
- Equitable Advisors, LLCMar 2019 to Nov 2020
- AXA Advisors, LLCMar 2019 to Jun 2020
- Belvedere HotelAug 2018 to Apr 2021
- AXA Advisors LLCJun 2018 to Feb 2019
- Towson UniversityAug 2014 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 6972360
- Firm CRD
- 23131