San Diego, CA Pacific Heights Blvd Office

J Coghlan is a financial advisor with OSAIC in San Diego, CA, holding Series 63 and Series 65 designations and over 33 years of industry experience. His prior roles include long tenures at Securities America Advisors, Inc. and Coghlan Financial Group, Inc. Outside of advisory services, he operates as an independent agent selling fixed insurance products and provides living trust document services to clients. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party managers. The firm utilizes asset-allocation tools and automated rebalancing to manage diverse portfolios and supports multiple advisory platforms and legacy program transitions.

Michael Mc Quarrie is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and previously worked at Securities America, Inc., CFG Wealth Management, and has additional experience outside finance in roles at Whole Foods and Rancho Carlsbad Golf Course. Mc Quarrie also has a background that includes time at the University of California, San Diego, and community involvement with the Magdalena Ecke Family YMCA. OSAIC serves a diverse client base, including retail and institutional investors, and offers integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to create portfolios with a range of investment options, managing accounts on both discretionary and non-discretionary bases.