Jonna Keller
Jonna Keller is a registered investment advisor at Osaic Wealth, INC., based in Sarasota, FL, with 26 years of industry experience. Jonna 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
3340-A Bee Ridge Road, Sarasota, FL, 34239
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2025Customer Dispute
January 2024Customer Dispute
February 2006Other Business ActivitiesSells Insurance
Jonna is a managing partner at First Security Investments of SWF, LLC, dedicating a few hours per week, and a 6% partner in Blue Lion Thoroughbreds, LLC, spending minimal time. Jonna's activities include insurance sales.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Spc
Sigma Financial CorporationBroker
First Security Investments, INC.Broker
Tower Equities, INC.Broker
American General Securities IncorporatedBroker
State Registrations30 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.