James Magaziner
James Magaziner is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Rumson, NJ, with 41 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
20 Bingham Avenue, Suite 6B, Rumson, NJ, 07760
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 1991Other Business ActivitiesSells Insurance
James is an insurance broker for multiple carriers, selling health, group benefits, life, annuities, long-term care, disability, and property & casualty insurance, dedicating minimal time to each. He also works full-time as a Certified Financial Planner and sole proprietor at Acorn Financial Services, providing financial planning and wealth advisory services.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Pruco Securities CorporationBroker
State Registrations28 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.