John Tyler Shamblin
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$234.9BFirm 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
11 years in the industry.
- Osaic Wealth, Inc.Jul 2023 to now
- Shoemaker FinancialMay 2019 to now
- Funtime SkatelandSep 2018 to now
- Mississippi CollegeAug 2015 to now
- Minnesota Life Insurance CoMay 2019 to Jul 2023
- Securian Financial Services IncMar 2019 to Jul 2023
- Mississippi College - the CollegianAug 2018 to Apr 2019
- Germantown Baptist ChurchMay 2018 to Aug 2018
- Memphis National Golf ClubMay 2017 to Aug 2017
- Mississippi College AdmissionsDec 2016 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
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
- 7088691
- Firm CRD
- 23131