Jean-Paul Chenette
Jean-Paul Chenette is a registered investment advisor at Osaic Wealth, INC., based in Senoia, GA, with 38 years of industry experience. Jean-Paul 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
Senoia, GA
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Regulatory History (1)
Customer Dispute
November 2001Other Business ActivitiesSells Insurance
Jean-Paul sells fixed and life insurance, dedicating minimal time to each activity. He also provides biblical counseling and is the CEO/President of Marathon Consulting Group Inc., using the corporation for personal taxes.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
LPL Financial LLCBroker
LPL Financial LLC
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Salomon Smith Barney INC.Broker
Westmark Securities CorporationBroker
Columbus Financial, INC.Broker
Brokers Investment CorporationBroker
Callie Dressler INC.Broker
Remington Securities, INC.Broker
Conli, Michaels, INC.Broker
State Registrations8 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.