Angela Jamar is a registered investment advisor at Osaic Wealth, INC., based in Novato, CA, with 24 years of industry experience. Angela 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
1500 Grant Ave, Suite 314, Novato, CA, 94945
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Angela is a trustee for the Jamar Revocable Trust, spending minimal time on it. She also works full-time as a Client Services Manager at New Aspect Financial Services, assisting clients with service-related items and supporting other advisors.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Atlas Private Wealth Advisors
J L Schneider & Associates
LPL Financial LLCBroker
LPL Financial LLC
Onpointe Advisory and Financial Services, LLC
Western International Securities, INC.Broker
Gbs Financial CORP.Broker
Legacy Financial Services, INC.Broker
State Registrations1 state
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.