Jonathan Reardon
Jonathan Reardon is a registered investment advisor at Osaic Wealth, INC., based in Bala Cynwyd, PA, with 31 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
One Bala Plaza, 231 St. Asaphs Rd, Ste 429, Bala Cynwyd, PA, 19004
Get directionsHistory
Regulatory History (1)
Criminal
March 1993Other Business ActivitiesSells Insurance
Jonathan is a registered representative and investment advisor representative at APA Advisors. He also owns Haddon Planning Ins Corp, earning less than $20,000 per year in health insurance commissions, and is the registered owner of PSS Benefits.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Pss Benefits, LLC
Bcg Securities, INC.
Bcg Securities, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.