Jack Jones
Jack Jones is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Houston, TX, with 31 years of industry experience. Jack 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
Two Chasewood, 20405 State Highway 249, Suite 350, Houston, TX, 77070
Get directionsHistory
Regulatory History (4)
Customer Dispute
November 2021Customer Dispute
March 2020Customer Dispute
July 2019Regulatory
September 2014Other Business ActivitiesSells Insurance
Jack works full-time as a financial advisor for The Robare Group LTD, making asset allocation decisions and researching managers. He also spends a few hours per week brokering fixed insurance products and about a quarter of his time as owner & employee of Robare Asset Management, Inc.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Previous Registrations
Triad Advisors LLCBroker
Robare & Jones Wealth Management
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
State Registrations10 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.