Jack Driscoll
Jack Driscoll is a registered investment advisor at Osaic Wealth, INC., based in Bethel Park, PA, with 39 years of industry experience. Jack 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
2738 South Park Road, Bethel Park, PA, 15102
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Regulatory History (1)
Customer Dispute
May 2013Other Business ActivitiesSells Insurance
Jack owns Driscoll Financial Services, LLC, where he works as a financial planner, and Driscoll Insurance Services LLC, where he sells various insurance products. He also owns rental property and Driscoll Insurance & Financial Services, Inc., which handles bookkeeping and accounting for his other businesses.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
Sunamerica Securities, INC.Broker
Travelers Equities Sales, 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.