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John S

Series 63, Series 65

Mobile, AL

OSAIC

John Stubbs Jr. is a financial advisor with Osaic Wealth, Inc. in Mobile, Alabama, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior experience includes 25 years at Concourse Financial Group and two years with Lincoln Financial Advisors. Outside of his advisory role, he owns JWS Financial LLC, an insurance and legal entity focused on recruiting and maintaining relationships with agents and advisors for non-securities business. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage, advisory, financial planning, and retirement consulting services. The firm utilizes various asset-allocation tools and third-party platforms to construct diversified portfolios for its clients.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Andrew P

CFP®, Series 63, Series 66

Mobile, AL

OSAIC

Andrew Passmore is a financial advisor at OSAIC with 19 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Securities and Concourse Financial Group Securities Inc. Passmore is also active as an insurance agent, providing sales and service of accident and health insurance, disability insurance, fixed annuities, and traditional life insurance. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a broad network of advisers. The firm offers integrated brokerage and advisory services, employing firm-provided asset-allocation tools and third-party platforms to manage portfolios across various asset classes on discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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