Jason Blomgren
Jason Blomgren is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Clive, IA, with 29 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
1350 NW 138th Street, Suite 300, Clive, IA, 50325
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2010Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Jason is an agent/owner at First Heartland Financial Group, offering various insurance products since 2003, taking up a full-time commitment. He also owns rental real estate properties.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations29 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.