Jason Pokorny
Jason Pokorny is a registered investment advisor at Osaic Wealth, INC., based in Mequon, WI, 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
Mequon, WI
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Regulatory History (1)
Customer Dispute
January 2018Other Business ActivitiesSells Insurance
Jason is an insurance agent selling and servicing accident and health insurance, fixed annuities, and traditional life insurance since August 2023. This takes a few hours per week, all during trading hours.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wien Securities CORP.Broker
Schwab Capital Markets L.P.Broker
Nash, Weiss & CO.Broker
Prudential Securities IncorporatedBroker
South Richmond Securities, INC.Broker
State Registrations5 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.