Jacqueline Bennett
Jacqueline Bennett is a registered investment advisor at Osaic Wealth, INC., based in San Antonio, FL, with 41 years of industry experience. Jacqueline 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
San Antonio, FL
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Regulatory History (1)
Regulatory
April 2019Other Business ActivitiesSells Insurance
Jacqueline is a registered representative who may offer clients commissionable products, which could present a conflict of interest. She also owns JBJB Management, Inc., where she acts as an agent for property and casualty clients, selling home, auto, commercial property, and liability insurance, dedicating a few hours per week. Additionally, Jacqueline is the Vice President of a BNI chapter, spending a few hours per week on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
New Century Financial Group, LLC
The Leaders Group, INC.Broker
Securities Management & Research, INC.Broker
State Registrations10 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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