Jill Slayton
Jill Slayton is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Heath, TX, with 37 years of industry experience. Jill 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
6710 Horizon Rd, Suite 102, Heath, TX, 75032
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2012Customer Dispute
February 2004Customer Dispute
January 2004Other Business ActivitiesSells Insurance
Jill is an owner/agent selling life, health, and long-term care insurance, dedicating about 10-20% of her time to this. She also owns rental homes and raises cattle, spending minimal time on rentals and a few hours per week on cattle. Jill is also the President of Slayton Wealth Management, which takes up more than full-time hours, and offers fixed insurance products to clients.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Primevest Financial Services, INC.Broker
Primevest Financial Services, INC.
Williams, Buchanan & Company, INC.Broker
Lomas Securities USA, INC.Broker
State Registrations16 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.