Jared Feinberg
Jared Feinberg is a registered investment advisor at Osaic Wealth, INC., based in Elmsford, NY, with 41 years of industry experience. Jared 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
45 Knollwood Road, Suite 500, Elmsford, NY, 10523
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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
Jared owns Creative Pension Plans, Inc., where he works with small businesses on group benefit packages and advises seniors on Medicare options; the corporation is licensed for life, disability, and long-term care insurance. Jared is also an insurance agent writing life and disability insurance, but spends minimal time on this.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Advantage Capital CorporationBroker
Lew Lieberbaum & CO., INC.Broker
Gerald S. Berger, INC.Broker
Global Capital Securities, INC.Broker
Chubb Securities CorporationBroker
Home Life Equity Sales CORP.Broker
State Registrations7 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.