Kathryn Jabour
Kathryn Jabour is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Vacaville, CA, with 41 years of industry experience. Kathryn 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
190 South Orchard Avenue, Suite C220, Vacaville, CA, 95688
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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
Kathryn is an investment advisor representative with Securities America Advisors, Inc. She also sells life insurance and other insurance products, dedicating about 10-20% of her time to each. Kathryn also owns two long-term rental properties, spending minimal time on them.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
1st Global Capital CORP.Broker
1st Global Advisors INC
Financial West Investment Group, INC.
Financial West GroupBroker
Financial West Investment GroupBroker
Cypress Capital CorporationBroker
Christopher Weil & Company, INCBroker
American Express Financial Advisors INC.Broker
Bnl Securities INC.Broker
First American National Securities, INC.Broker
Sutro & CO. IncorporatedBroker
Structured Shelters Securities, INC.Broker
State Registrations11 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.