John Jesonowski
John Jesonowski is a registered investment advisor at Osaic Wealth, INC., based in West Seneca, NY, with 30 years of industry experience. John 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
950-A Union Road, Suite 120, West Seneca, NY, 14224
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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
John is a statutory agent for BISYS, a partner at Royal Financial Group, and a registered investment advisor with Royal Alliance Associates, dedicating about a quarter of his time to the latter. He also offers life insurance and fixed annuities to his clients through various fixed carriers, spending minimal time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
United Securities Alliance, INC.Broker
Leigh Baldwin & CO., LLCBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Saperston Asset Management, INC.Broker
Lasalle St Securities, L.L.C.Broker
Saperston Financial INC.Broker
J.S. Securities, INC.Broker
Nationwide Securities CorporationBroker
State Registrations4 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.