James Ellowitch
James Ellowitch is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Fairfield, NJ, with 57 years of industry experience. James 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
27 Horseneck Road, Suite 200, Fairfield, NJ, 07004
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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
James is a private wealth advisor at Ironbridge Wealth Counsel, LLC, dedicating nearly full-time hours to the role, where he offers long-term care, traditional life insurance, and fixed annuities. He also engages in several other business activities, including expert witness services for insurance matters, managing member of ELLOWITCH 3 LLC (selling and servicing group insurance), agent for life settlements, trustee for a family trust, and president of an inactive corporation (Professional Futures, Inc.) that receives renewal commissions for group and individual medical, life, and disability insurance.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
International Planning Alliance, LLC
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Integrated Resources Equity CorporationBroker
Glicoa Associates, INC.Broker
Glicoa Associates, INC.Broker
State Registrations2 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.