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BJ

Brighton John

Investment Adviser Representative at Osaic Wealth, Inc.

Farmington, UTCRD #7066477Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Brighton John is an investment adviser representative with Osaic Wealth, Inc. in Farmington, UT, where they have been registered since 2026. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Strategic Advisers LLC and Fidelity Personal and Workplace Advisors. They have passed 7 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Utah.

Office

991 Shephard Lane, Suite 210
Farmington, UT 84025

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Utah
Broker:
1 state or territory

Utah

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/25/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 3/25/2019
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/4/2026
Series 7
General Securities Representative Examination
Passed 3/14/2019
SIE
Securities Industry Essentials Examination
Passed 2/14/2019
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 6/22/2021
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 6/8/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Osaic Wealth, Inc.Current
6/8/2026 – Farmington, UT
Strategic Advisers LLC
3/31/2025 – 6/11/2026American Fork, UT
Fidelity Personal AND Workplace Advisors
5/3/2024 – 3/31/2025Salt Lake City, UT

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Osaic Wealth
    Jun 2026 – no end date reportedFarmington, UT
  2. Voyant Wealth
    Jun 2026 – no end date reportedFarmington, UT
  3. E*trade Securities LLC
    Jan 2019 – Jul 2019Sandy, UT
  4. eBay INC
    Oct 2017 – Jan 2019Draper, UT
  5. Olive Garden
    Sep 2018 – Feb 2019Spanish Fork, UT
  6. Home Depot
    May 2018 – Sep 2018American Fork, UT
  7. Cracker Barrel Country Stores
    Apr 2017 – Nov 2017Springville, UT
  8. Smith's Food and Drug
    Jul 2016 – May 2017Orem, UT
  9. E*trade Securities LLC
    Jul 2019 – Oct 2019Sandy, UT
  10. GoHealth Inc
    Oct 2019 – Feb 2020Lindon, UT
  11. Fidelity Investments
    Feb 2020 – Jun 2026American Fork, UT
  12. Fidelity Investments
    Mar 2025 – Jun 2026Boston, MA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Osaic Wealth, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$5,500 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Personal FinanceClient RelationshipsFinancial PlanningRisk Tolerance

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
8,271
Offices listed on AdvisorFinder:
26
Main office:
Scottsdale, AZ
SEC file number:
801-54859

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 29, 2026

View full firm profile

Other advisors at Osaic Wealth, Inc.

Showing 12 of 8,271 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brighton John has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Brighton John (Osaic Wealth) - Fees & Credentials