Jonathan Rose
Jonathan Rose is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Minneapolis, MN, with 28 years of industry experience. Jonathan 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
7900 Xerxes Avenue South, Suite 910, Minneapolis, MN, 55431
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Regulatory History (1)
Customer Dispute
January 2026Other Business ActivitiesSells Insurance
Jonathan owns Johnathan Rose, providing term insurance, and Rosechase Financial, where he sells fixed, traditional, life, disability, and long-term care insurance. He also serves on the finance committee for Resurrection United Methodist Church, reviewing income and expenses.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Rosechase Financial
Fsc Securities Corporation
Fsc Securities CorporationBroker
Aegis Investments, INC.Broker
Piper Jaffray INC.Broker
State Registrations36 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.