John Mark Desarno
Financial advisor at Osaic Institutions, Inc. · Winchester, VA
Last updated 2026-10-10
Claim your profileJohn Mark Desarno is a financial advisor at Osaic Institutions, Inc. in Winchester, VA, CRD 4615714. Licenses and exams on the registration: Series 66. IAPD registration began 2003-03-14.
Registration
- CRD number
- 4615714
- Registration status
- Active
- IAPD registration
- 2003-03-14
- Industry Experience
- 23 years
- Work Experience
- 11 years
- States registered
- VA
Licenses and exams
- Series 66
Work history
- 2015-08 to 2021-03 · Pruco Securities, Llc. · Fort Myers, FL
- 2015-08 to 2021-03 · The Prudential Insurance Company of America · Fort Myers, FL
- 2020-03 to 2021-03 · Prudential Annuities Distributors, Inc · Fort Meyers, FL
- 2021-08 to 2022-05 · The Leaders Group Inc · Littleton, CO
- 2021-08 to 2022-05 · Pinnacle · Jacksonville, FL
- 2021-03 to 2021-08 · Unemployed · Fort Myers, FL
- 2022-05 to 2023-08 · Pruco Securities, LLC · Fort Myers, FL
- 2022-05 to 2023-08 · The Prudential Insurance Company of America · Fort Myers, FL
- 2023-08 to Present · Infinex Investments Inc. · Meriden, CT
- 2023-08 to Present · Bank of Clarke County · Winchester, VA
Current employment
- Osaic Institutions, Inc. · Meriden, CT
Osaic Institutions, Inc.
- Regulatory AUM
- $6,494,001,878
- Registered advisors
- 547
- Offices
- 936
- Clients per advisor
- 29.8 (Low)
- Average AUM per client
- $398.1K (Low)
- High-net-worth client ratio
- 0.2% (Low)
Osaic Institutions, Inc.: advisors, services and reported ETF investments
About
John Mark Desarno is a financial advisor at Osaic Institutions, Inc. in Winchester, VA. Reported securities licenses include Series 66. The latest record indicates 23 years of industry experience and 11 years of reported work history. Reported roles include Infinex Investments Inc., Bank of Clarke County, Pruco Securities, LLC, The Prudential Insurance Company of America, among others.
Osaic Institutions, Inc.'s firm-level Form ADV reports 547 advisors across 936 offices; approximately 29.8 clients per advisor, average assets per client of $398,112, and regulatory AUM of $6.5B; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers, Educational Seminars or Workshops.
What this firm offers
Filed by Osaic Institutions, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
Location
202 N Loudoun St, Winchester, VA 22601
3 advisors at this office.
Contact
The firm's filed contact details.
Official record
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