James Kirlin
James Kirlin is a registered investment advisor at Osaic Wealth, INC., based in Sea Isle City, NJ, with 40 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Sea Isle City, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is a sole proprietor/agent offering various insurance products, including accident and health, disability, fixed annuities, long-term care, employee benefits, and traditional life insurance since 2012. He also operates as Private Capital Solutions Group, offering similar insurance products, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.Broker
Osaic Fa, INC.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Capital Analysts, IncorporatedBroker
Hornor, Townsend & Kent, INC.Broker
Mafg RIA Services, INC.Broker
Pruco Securities CorporationBroker
New England SecuritiesBroker
Capital Analysts, IncorporatedBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.