North Andover, MA Turnpike Street Office

Jeremy Walton is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he worked at Coastal Wealth Management and has professional experience outside finance, including six years at Portsmouth Ford Used Car Center and roles at City Wide of Boston and Hertz Local Edition. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of services such as brokerage and investment advisory, financial planning, and access to third-party money managers, utilizing various portfolio construction tools and multiple advisory platforms.

Jonathan Britton is a financial advisor at Osaic Wealth, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Jhfn Sii from 2013 to 2018. Outside of advising, Britton is involved in health insurance brokerage and consulting for employee benefits with nonprofit organizations. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through an extensive network of affiliated advisers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios, and supports multiple advisory platforms alongside third-party money managers and wrap programs.

Joy Baron is a financial advisor with OSAIC and holds Series 63 and Series 65 credentials. She has 38 years of industry experience, including 30 years at Signator Investors, Inc. and overlapping tenure with John Hancock, before joining OSAIC in 2018. Baron is also a partner at Coastal Wealth Management, a financial services LLC. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of services such as brokerage and investment advisory, financial planning, retirement plan consulting, and access to multiple managed account platforms and third-party money managers.