Jon Mcaleney
Jon Mcaleney is a registered investment advisor at Osaic Wealth, INC., based in Chester, NJ, with 40 years of industry experience. Jon 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
1 Mill Ridge Lane, Suite 201A, Chester, NJ, 07930
Get directionsHistory
Regulatory History (8)
Customer Dispute
September 2012Customer Dispute
December 2003Employment Separation After Allegations
October 1999Customer Dispute
August 1999Employment Separation After Allegations
January 1999Customer Dispute
September 1998Customer Dispute
June 1998Customer Dispute
June 1998Other Business ActivitiesSells Insurance
Jon owns McAleney Wealth Management and is an owner/agent for Mass Mutual Insurance, selling insurance products. He also manages real estate properties through Samson Management Services and owns a rental property in MA, while also participating in a networking group; these activities take minimal time, except for McAleney Wealth Management, which is nearly full-time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
A. G. Edwards & Sons, INC.Broker
Painewebber IncorporatedBroker
Prudential Securities IncorporatedBroker
Thomson Mckinnon Securities INC.Broker
Gibraltar Securities CO.Broker
State Registrations16 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.