John Shamblin, financial advisor Germantown TN

John Shamblin

CRD Number: 7088691
Current Firm: Osaic Wealth, Inc.

John Shamblin (CRD# 7088691) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Germantown, TN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Germantown, TN Jul 2023 - Current 1
Shoemaker Financial Germantown, TN May 2019 - Current 5
Funtime Skateland Clinton, MS Sep 2018 - Current 5
Mississippi College Clinton, MS Aug 2015 - Current 8
Minnesota Life Insurance Co St Paul, MN May 2019 - Jul 2023 4
Securian Financial Services Inc. St Paul, MN May 2019 - Jul 2023 4
Securian Financial Services Inc. St Paul, MN Mar 2019 - May 2019 < 1
Mississippi College - The Collegian Clinton, MS Aug 2018 - Apr 2019 < 1
Germantown Baptist Church Germantown, TN May 2018 - Aug 2018 < 1
Mississippi College Admissions Clinton, MS Dec 2016 - Apr 2018 1
Memphis National Golf Club Collierville, TN May 2017 - Aug 2017 < 1
Memphis National Golf Club Collierville, TN May 2016 - Aug 2016 < 1
The College Station Collierville, TN Jun 2015 - Aug 2015 < 1
Briarcrest Christian School Eads, TN Aug 2008 - May 2015 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for John T. Shamblin
Phone Number: 800-821-5100
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    94,558
    MILLIONS
  • Total Number of Accounts
    437,201
    ACCOUNTS
  • Average Account Value
    $216,280
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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