Jamie Young
Jamie Young is a registered investment advisor at Osaic Wealth, INC., based in Pleasant Prairie, WI, with 39 years of industry experience. Jamie 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
10411 Corporate Drive, Suite 200, Pleasant Prairie, WI, 53158
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Regulatory History (1)
Customer Dispute
August 2017Other Business ActivitiesSells Insurance
Jamie sells fixed life insurance and annuities through a sole proprietorship and Spectrum Wealth Advisors, dedicating a few hours per week to the former and about 10-20% of their time to the latter. Jamie also serves as a board member for Kenosha Community Foundation (minimal time) and owns JKY Investments (about a quarter of their time).
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Ausdal Financial Partners, INC.
Ausdal Financial Partners, INC.Broker
Workman Securities Corporation
Workman Securities CorporationBroker
Capital Analysts, IncorporatedBroker
Coordinated Capital Securities, INC.Broker
Linsco Financial Group, INC.Broker
Pruco Securities CorporationBroker
Linsco Financial Group, INC.Broker
State Registrations21 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.