Reginald Jackson
Reginald Jackson is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Redlands, CA, with 42 years of industry experience. Reginald 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
1710 Plum Lane, Suite E, Redlands, CA, 92374
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 1985Other Business Activities
Reginald works with a team of advisors at NWF Advisory Services and manages client assets. He also serves as a board member for The Unforgettables Foundation and Living Systems Health, and consults with clients about products as an agent, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
Osaic Wealth, INC.
Nwf Advisory Services INC
Osaic Wealth, INC.Broker
Previous Registrations
Arrowhead Investment Center, LLCBroker
Multi-Financial Securities CorporationBroker
Linsco/private Ledger CORP.Broker
Ba Investment Services, INC.Broker
Gna Securities, INC.Broker
Shearson Lehman Hutton INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations14 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.