Merrill
35yrs
Top 8% by experience at Merrill
23yrs
Jason John has worked in the financial industry for 23 years and is a fiduciary financial advisor based in Homestead, Pennsylvania. After a year at Essex National Securities and a year at LPL Financial, Jason joined Osaic Institutions in 2015, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 3 advisors with offices in Homestead, and one of 3 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 68% of advisors nationwide
Office500 East Waterfront Drive, Homestead, PA 15120
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$308,738
Advisors at the firm542
States licensed ?2 states
Services through Osaic Institutions
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2015 – nowOsaic Institutions, Inc.Current firm
- Dec 2014 – Oct 2015Essex National Securities, LLCPreviously
- Jul 2013 – Dec 2014LPL Financial LLCPreviously
Contact Jason
(203) 599-6000Firm headquarters in Meriden, CT. Ask for Jason. 500 East Waterfront DriveHomestead, PA 15120Office · Get directions LinkedIn pageOsaic Institutions
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Questions to ask Jason
Tailored to Jason’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jason
How do I contact Jason?
Call Osaic Institutions at (203) 599-6000 and ask for Jason John. Jason works from the Homestead, PA office.
How long has Jason been a financial advisor?
Jason has been in the industry since 2003, about 23 years. More experience than 68% of advisors nationwide.
What licenses does Jason hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jason a fiduciary?
Jason is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jason paid?
Osaic Institutions reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jason for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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