Allworth Financial
47yrs
Top advisor by experience in Folsom
17yrs
John Joyce is a fiduciary financial advisor in Folsom, California, with 17 years in the industry. After seven years at Securities America Advisors and less than a year at Hayden Royal, John joined Osaic Wealth in 2024, 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 329 advisors with offices in Folsom, and one of 282 fiduciaries.
At a glance
Experience17 years (since 2010)
How that compares ?More experience than 53% of advisors nationwide
Office1110 Iron Point Rd. Suite 160, Folsom, CA 95762
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2017 – 2024Securities America Advisors, Inc.Previously
- Mar 2017 – Jun 2017Hayden RoyalPreviously
- 2010 – 2017
- Jan 2010 – May 2010Waddell & ReedPreviously
Contact John
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for John. 1110 Iron Point Rd. Suite 160Folsom, CA 95762Office · Get directions
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Questions to ask John
Tailored to John’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 John
How do I contact John?
Call Osaic Wealth at (800) 821-5100 and ask for John Joyce. John works from the Folsom, CA office.
How long has John been a financial advisor?
John has been in the industry since 2010, about 17 years. More experience than 53% of advisors nationwide.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John 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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