Jason Bressler
Jason Bressler is a registered investment advisor at Osaic Wealth, INC., based in Bonifay, FL, 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
Bonifay, FL
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2012Customer Dispute
May 2010Customer Dispute
September 2009Other Business ActivitiesSells Insurance
Jason operates under the DBA Admiral Financial, focusing on securities business and fixed insurance sales, dedicating full-time hours to trading. He also serves as president of Saved By Grace Inc, involved in retail sales of sports cards and animal breeding, and works as an investment advisor representative with Securities America Advisors, taking about half of his time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Securities Service Network, LLCBroker
Ssn Advisory, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Gunnallen Financial, INCBroker
Askar CORP.Broker
State Registrations11 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.