Jacqueline Bennett
Jacqueline Bennett is a registered investment advisor at Osaic Wealth, INC., based in San Antonio, FL, with 40 years of industry experience. Jacqueline 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
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.