Jerry Felts
Jerry Felts is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Spokane, WA, with 41 years of industry experience. Jerry 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
711 W Indiana Ave, Suite 101, Spokane, WA, 99205
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2018Other Business ActivitiesSells Insurance
Jerry is a licensed insurance agent since 1988, selling life insurance and annuities, dedicating minimal time to this activity. He also formed an LLC in 2011 to own the building that he leases for his business operations.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Financial Network Investment CorporationBroker
Titan/value Equities Group, INC.Broker
Private Ledger Financial Services, IncorporatedBroker
Financial Planners Equity CorporationBroker
Bln Investment CORP.Broker
State Registrations20 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.