Jyoti Gujral
Jyoti Gujral is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Reston, VA, with 31 years of industry experience. Jyoti 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
12040 South Lakes Dr., Suite 103, Reston, VA, 20191
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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
Jyoti is an officer in UPI Realty LLC, which holds real estate properties, but she does not perform any tasks for the company. She is also a CFP at Financial Solutions Group LLC, where she offers health, life, and disability insurance, dedicating about a quarter of her time. Finally, Jyoti is an officer at Blossoms for Pink, a 501C organization that raises money for breast cancer, dedicating a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Fsc Securities Corporation
Capitol Wealth Management, INC.
Oneamerica Securities, INC.Broker
American United Life Insurance CompanyBroker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
State Registrations22 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.