Janice Cobb
Janice Cobb is a registered investment advisor at Osaic Wealth, INC., based in Ponte Vedra Beach, FL, with 28 years of industry experience. Janice 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
4400 Marsh Landing Blvd, Suite 101, Ponte Vedra Beach, FL, 32082
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Regulatory History (1)
Customer Dispute
February 2006Other Business ActivitiesSells Insurance
Janice is a board member with the Donna Foundation, dedicating minimal time to help with fundraising and support for breast cancer patients. She is also a broker for iTrust and iTP Partners, selling fixed life insurance and annuity products, and an Investment Advisor Representative (IAR) with American Portfolios Advisors (APA).
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
American Portfolios Financial Services, INC.Broker
American Portfolios Advisors, INC
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations9 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.