Jason Berk
Jason Berk is a registered investment advisor at Osaic Wealth, INC., based in Boca Raton, FL, with 18 years of industry experience. Jason 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
433 Plaza Real, Ste 275, Boca Raton, FL, 33432
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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
Jason is part owner of LGB Public Relations, LLC for estate planning purposes, and CEO of Peak Strategies LLC, a consulting firm. He is also CEO and CIO of Majestic Capital Group, a DBA used for securities and insurance business, and works as a consultant for business clients about group Life, LTC, and Health plans.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Clearlight Capital
Linsco/private Ledger CORP.Broker
Cibc World Markets CORP.Broker
Cantor Fitzgerald SecuritiesBroker
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.