Juelmarie Morgan
Juelmarie Morgan is a registered investment advisor at Osaic Wealth, INC., based in Visalia, CA, with 36 years of industry experience. Juelmarie 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
218 N West St, Visalia, CA, 93291
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Juelmarie owns and manages rental properties since 2005 and 2009, dedicating a few hours per week to each. She also works as an insurance agent since 2016, spending a few hours per week on insurance sales.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
H. Beck, INC.
H. Beck, INC.Broker
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citicorp Investment Services
Citicorp Investment ServicesBroker
Linsco/private Ledger CORP.Broker
Linsco/private Ledger CORP.
Churchill Management Group
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
CUNA Brokerage Services, INC.Broker
Wm Financial Services, INC.Broker
Ba Investment Services, INC.Broker
Wells Fargo Securities INC.Broker
Marketing One Securities, INC.Broker
Gna Securities, INC.Broker
Griffin Financial ServicesBroker
Pml Securities CompanyBroker
Integrated Resources Equity CorporationBroker
Warner Beck IncorporatedBroker
Value Equities CorporationBroker
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.