John M. Orear

OSAIC WEALTH

Fort Worth, TX 76109

Some features on this profile are disabled

CRD#: 1601241

Professional summary

John Mark Orear is a registered financial advisor currently at OSAIC WEALTH, INC. located in Fort Worth, Texas.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. John has worked at 5 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. OSAIC POSITION: Advisor NATURE: Corp. RIA INVEST RELTD: Yes # OF HRS: 40 SEC TRDG HRS: 40 START DATE: 5/1/2011 ADDRESS: 3403 S UNIVERSITY DR, FT WORTH, TX 76109 DESCRIP: Manage money for a fee 2. JJ'S GREENBRIER LP POSITION: Manager NATURE: Partnership INVEST RELTD: Yes # OF HRS: 5 SEC TRDG HRS: 5 START DATE: 8/1/2005 ADDRESS: 2703 Heritage Hills Dr, Ft Worth, TX 76109 DESCRIP: Family Lmtd Partnership. Outside of investing the money as an Investment Advisor through Pershing, my duties are more related to helping to determine the overall direction of the investments, manage bank accounts and assisting the accountants in the preparation of tax returns. My brother and I take a management fee from the partnership for overseeing the partnership. 3. ANGELO VENTURES RENTAL PROPERTY POSITION: Manager NATURE: LLC INVEST RELTD: Yes # OF HRS: 10 SEC TRDG HRS: 10 START DATE: 4/20/2011 ADDRESS: 2703 Heritage Hills Dr, Ft Worth, TX 76109 DESCRIP: MY WIFE AND I HAVE PURCHASED RENTAL PROPERTY THROUGH AN LLC. ALL THE PROPERTIES LEASED TO 3RD PARTIES ARE MANAGED BY A LEASING MANAGEMENT CO 4. JOHN & BEVERLY O' REAR POSITION: Manager NATURE: Sole Proprietor INVEST RELTD: Yes # OF HRS: 5 SEC TRDG HRS: 5 START DATE: 4/1/2012 ADDRESS: 2703 Heritage Hills Dr, Ft Worth, TX 76109 DESCRIP: MY WIFE AND I OWN A BEACH CONDOMINIUM IN THE CAYMAN ISLANDS. THE CONDO IS IN THE RENTAL POOL MANAGED BY THE STRATA. 5. STONEGATE HOA/JOINT HOA POSITION: Board Member & VP NATURE: HOA INVEST RELTD: No # OF HRS: 1 SEC TRDG HRS: 0 START DATE: 4/15/2009 ADDRESS: N/A, Ft. Worth, TX 76109 DESCRIP: oversee landscaping/security/architectural changes/common ground maintenance, etc. 6. JANE ELLEN O'REAR LIVING TRUST POSITION: Trustee NATURE: Trust INVEST RELTD: Yes # OF HRS: 5 SEC TRDG HRS: 5 START DATE: 6/6/1994 ADDRESS: 2703 Heritage Hills Dr., Fort Worth TX 76109 DESCRIP: I am the trustee of my daughter's Educational Trust 7. JOHN M O'REAR JR. TRUST POSITION: Trustee NATURE: Trust INVEST RELTD: Yes # OF HRS: 5 SEC TRDG HRS: 5 START DATE: 2/14/1990 ADDRESS: 2703 Heritage Hills Dr, Fort Worth TX 76109 DESCRIP: I am the trustee of my son's Educational Trust 8. MARY KATHERINE O'REAR TRUST POSITION: Trustee NATURE: Trust INVEST RELTD: Yes # OF HRS: 5 SEC TRDG HRS: 5 START DATE: 5/3/1989 ADDRESS: 2703 Heritage Hills Dr, Fort Worth TX 76109 DESCRIP: I am the Trustee of my daughters Educational Trust 9. JOHN & BEVERLY O'REAR LIVING TRUST POSITION: Owner NATURE: Living Trust INVEST RELTD: Yes # OF HRS: 5 SEC TRDG HRS: 5 START DATE: 10/10/2012 ADDRESS: 2703 Heritage Hills Dr, Fort Worth TX 76109 DESCRIP: 10. .Colonial Country Club POSITION: volunteer member - house committee NATURE: Private Country Club INVEST RELTD: No # OF HRS: 5 SEC TRDG HRS: 0 START DATE: 3/1/2023 ADDRESS: 3535 Country Club Cir, Fort Worth, Texas 76109 DESCRIP: to propose house rules and regulations

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Mark Orear's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view John Mark Orear's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

CRD#: 133763

FORT WORTH, TX

Past

June 3, 2011 - September 1, 2023

CRD#: 13626

PHOENIX, AZ

Past

January 21, 1987 - October 30, 1987

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(9/1/2023)

IAR

Alabama
(9/1/2023)

Colorado
(9/1/2023)

Tennessee
(9/1/2023)

Texas
(9/1/2023)

IAR

Texas
(9/1/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 6/1/2011

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 2/18/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/17/1987

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Mailing Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Phone number

(800) 821-5100

Established

Delaware since 08/05/1988

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

8,717

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

OSAIC WEALTH, INC ADV PART 2A (10/20/2025)

SIGNATOR MANAGED ACCOUNT PLATFORM (3/31/2025)

Direct owners and executive officers

Name	Position	CRD#
OSAIC, INC.	SHAREHOLDER
CORNICK, GREGORY ALLEN	CEO, PRESIDENT, DIRECTOR	3132991
FORD, ERINN JUNE	DIRECTOR	2176816
MIHAL, SHAWN MICHAEL	SVP, CHIEF COMPLIANCE OFFICER	3262384
MITCHELL, CHRISTOPHER MILLS	CORPORATE TREASURER, FINANCIAL PRINCIPAL	2420144
PRICE, JAMES DALE	CHAIRMAN	1243224
SCHLUETER, MATTHEW ADAM	EVP, OPERATIONS AND TECHNOLOGY SOLUTIONS, DIRECTOR	2627931

Regulatory assets under management

Total Number of Accounts	797,559
AUM (Assets Under Management)	$ 200,266,275,275

Disclosures

Regulatory Event	50
Arbitration	31
Bond	7

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/14/2025	Cover Page	Report
12/18/2024	Cover Page	Report
01/26/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Sean Leonard

LPL FINANCIAL LLC

IAR

Hurst, TX

James Moore

EDWARD JONES

IAR

Ft Worth, TX

Robert Shannon

BRAZOS WEALTH ADVISORS LLC

IAR

FORT WORTH, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

John M. Orear

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Mark Orear's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view John Mark Orear's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

GRAVITY CAPITAL MANAGEMENT LLC

GRAVITY CAPITAL MANAGEMENT LLC

GRAVITY CAPITAL MANAGEMENT LLC

AMERICAN GENERAL SECURITIES INCORPORATED

AMERICAN GENERAL SECURITIES INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/1/2011

Series 66

Date: 2/18/2005

SIE

Date: 10/1/2018

Series 7

Date: 1/17/1987

FINRA

Current Firm

OSAIC WEALTH, INC.

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

OSAIC WEALTH, INC.

TRUST BUT VERIFY

Similar Advisors