John Mckeown
John Mckeown is a registered investment advisor at Osaic Wealth, INC., based in Boca Raton, FL, with 25 years of industry experience. John 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
601 S. Federal Highway, Suite 301, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
October 2003Employment Separation After Allegations
March 1999Other Business ActivitiesSells Insurance
John is an agent for Paradigm Wealth, selling fixed annuities and non-variable insurance, dedicating a few hours per week. He also conducts investment and insurance business under the Paradigm Wealth name, which is a full-time commitment.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Casgrain & Company (USA) LimitedBroker
Nesbitt Burns Securities 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.