John Donovan
John Donovan is a registered investment advisor at Osaic Wealth, INC., based in Plano, TX, with 33 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
1701 Iowa Drive, Plano, TX, 75093
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Regulatory History (2)
Customer Dispute
April 2023Customer Dispute
May 2004Other Business ActivitiesSells Insurance
John is involved in several activities, including being a precinct chair for the Collin County Republican Party, a board member for Texas Exes Dallas Chapter and Tax Increment Financing Reinvestment Zone No. 4 Board, and a trustee for family trusts. He also serves as President of Longhorn Wealth Management Group, where he acts as an advisory representative and engages in insurance sales and service, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
UBS Painewebber INC.Broker
UBS Painewebber INC.
J.C. Bradford & CO.Broker
Mony Securities CorporationBroker
State Registrations13 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.