Kelly Jordan
Kelly Jordan is a registered investment advisor at Osaic Wealth, INC., based in Sacramento, CA, with 35 years of industry experience. Kelly 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
8880 Cal Center Drive, Suite 220, Sacramento, CA, 95826-3229
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Regulatory History (6)
Financial
October 2018Financial
October 2018Financial
October 2018Financial
October 2018Financial
October 2017Financial
June 2017Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
Westpark Capital, INC.Broker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Fn Investment CenterBroker
State Registrations1 state
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.