J Coghlan
J Coghlan is a registered investment advisor at Osaic Wealth, INC., based in San Diego, CA, with 33 years of industry experience. J 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
4370 La Jolla Village Dr, Ste 630, San Diego, CA, 92122-1252
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2023Regulatory
September 2005Employment Separation After Allegations
March 2002Other Business ActivitiesSells Insurance
J. is an independent insurance agent selling fixed insurance products since 1994, dedicating a few hours per week. J. is also an Investment Advisor Representative with Securities America Advisors, dedicating full-time hours, and a solicitor for Trust & Will, providing living trust services for about 10-20% of their time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations15 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.