Jed Chmara is a registered investment advisor at Osaic Wealth, INC., based in Lafayette, CA, with 35 years of industry experience. Jed 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
3703 Mt Diablo Blvd, Lafayette, CA, 94549
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jed is the COO of Pacific Financial Partners, an OSJ of Royal Alliance, dedicating full-time hours to this role. He also invests in and rehabs residential properties, spending about 10-20% of his time on this activity, and owns an LLC, spending a few hours per week ensuring the management company is managing the property effectively.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.Broker
Signator Investors, INC.
Signator Financial Services, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
Linsco/private Ledger CORP.Broker
Golden Beneficial Securities CorporationBroker
Financial Links, INC.Broker
Whitehorne & Company, LTD.Broker
Kimball & Cross LLCBroker
C.A. Atlantic Securities, INC.Broker
G.R. Stuart & Company, INC.Broker
Financial Securities Network,inc.Broker
Investacorp, INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
Dean Witter Reynolds INC.Broker
State Registrations33 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.