Jeffrey Fortson
Jeffrey Fortson is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Lawrenceville, GA, with 34 years of industry experience. Jeffrey 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
Lawrenceville, GA
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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
Jeffrey is an agent for US Planning Group Inc, selling fixed annuities, term life insurance, and long-term care products, spending about 10-20% of his time on this. He is also a co-owner and CFO of Normaltown Brewing Co LLC, a microbrewery, dedicating about 10-20% of his time to operations, marketing, and financial management.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Private Client Services, LLC
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Washington Square Securities, INC.
Washington Square Securities, INC.Broker
Wma Securities, INC.Broker
Fsc Securities CorporationBroker
Wma Securities, INC.Broker
PFS Investments INC.Broker
The Stuart-James Company, IncorporatedBroker
State Registrations10 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.