Jason Iannantuono
Jason Iannantuono is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Allentown, PA, with 31 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
682 North Brookside Road, Suite 100, Allentown, PA, 18106
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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
Jason is a partner/owner/insurance agent at Indicon, Inc, focusing on employee benefits consulting and insurance sales, dedicating nearly full-time hours. He also owns Whitetail Properties LLC (real estate), is a member of EBC Cobra LLC (COBRA administration), and is involved in field sales for Centerstone Associates, LLC and Able Pay Health, as well as treasurer for Maskenozha Rod & Gun Club.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Previous Registrations
Triad Advisors LLCBroker
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
American Financial Management Group, LTD.
Walnut Street Securities, INC.Broker
Mony Securities CORP.Broker
Royal Alliance Associates, INC.Broker
State Registrations19 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.