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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
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.
Exams
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