Jeffrey Arburn
Jeffrey Arburn is a registered investment advisor at Osaic Wealth, INC., based in Campbell, CA, with 39 years of industry experience. Jeffrey 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
880 E Campbell Avenue, Suite 206, Campbell, CA, 95008
Get directionsHistory
Regulatory History (2)
Criminal
December 1988Customer Dispute
February 1988Other Business ActivitiesSells Insurance
Jeffrey owns an LLC and sells life insurance and long-term care insurance, dedicating minimal time to this activity. He also owns Impact Financial Management LLC, a DBA for his securities business, and uses it for business expenses, also dedicating minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Whitehall-Parker Securities, INC
Whitehall-Parker Securities, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
CUNA Brokerage Services, INC.Broker
Dean Witter Reynolds INC.Broker
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
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.