Jason Franklin is a registered investment advisor at Osaic Wealth, INC., based in Franklin, TN, with 30 years of industry experience. Jason 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
3325 Aspen Grove Dr, Ste 102, Franklin, TN, 37067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is a managing partner at The Investment Consulting Group LLC, dedicating full-time hours to general management and financial advising. He also has ownership stakes in several real estate LLCs and acts as a co-trustee, dedicating minimal time to these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Leonard & CompanyBroker
Dean Witter Reynolds INC.Broker
State Registrations43 states
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