John Oshea

Wealth Manager at Merit Financial Advisors

Role
Wealth Manager at Merit Financial Advisors
Location
Chicago, IL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Wealth Manager

    Merit Financial Advisors

    Nov 2025 — Present · Chicago, IL, US

    Merit exists to enrich the lives of those we serve. Our mission is to revolutionize the client experience by building the wealth management firm of the future. As your trusted financial partner, we support you through life’s challenges, transitions, and victories. Merit is an award-winning wealth management firm providing comprehensive financial planning, investment, and wealth management services. Our relationship-based culture is built on integrity, respect, and core values. Headquartered in Atlanta, GA, with offices nationwide, we are dedicated to serving you and your loved ones. Recognized by Forbes and Barron’s, we relentlessly align your long-term goals with innovative financial strategies to build your tomorrow, together. Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser.Merit’s Awards and Accolades- 2024 InvestmentNews RIA Firm of the Year- 2024, 2023, 2022, 2021, 2020, 2019 & 2018 Best Places to Work for Financial Advisors byInvestmentNews- 2023 Barron’s Top 100 RIA Firms- 2023 Baron’s Top 100 Private Wealth Management Teams- 2023 Forbes Top RIA Firms- 2023 RIA Intel RIA of the Year $1Billion+- 2021 Barron\'s Top Private Wealth Management Teams- 2020 Forbes Top 250 Wealth Advisors- 20••••24 Inc. Fast Growing Private Companies in America

Education

  • Illinois State University

    Bachelor of Science - BS, Double Major: Finance and Marketing

    2013

  • Indiana University - Kelley School of Business

    Master of Science - MS, Business Analytics

    2021

  • Indiana University - Kelley School of Business

    Master of Business Administration - MBA

    2021

Skills

  • Series 63
  • Series 7
  • Series 6
  • Series 65

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John Oshea — Wealth Manager at Merit Financial Advisors in Chicago, IL, US | Unifers