Jasper Schanna
Jasper Schanna is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Laguna Niguel, CA, with 38 years of industry experience. Jasper 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
Laguna Niguel, CA
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Regulatory History (2)
Regulatory
March 2014Customer Dispute
March 2006Other Business ActivitiesSells Insurance
Jasper is the President/CEO of Schanna Financial & Insurance Service, Inc., an insurance agency marketing various insurance products, taking nearly full-time. He also acts as trustee of the Schanna Family Trust, dedicating minimal time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Fintegra, LLC
Fintegra, LLCBroker
Cetera Advisor Networks LLCBroker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
American General Securities Incorporated
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
Mtl Equity Products, INC.Broker
Franklin Financial Services CorporationBroker
Dreher & Associates, INC.Broker
Carillon Investments, INC.Broker
Carillon Investments, INC.Broker
State Registrations17 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.