Jock Cameron
Jock Cameron is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Geneva, IL, with 29 years of industry experience. Jock 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
20 S. 2nd St, Geneva, IL, 60134
Get directionsHistory
Regulatory History (1)
Criminal
April 1982Other Business ActivitiesSells Insurance
Jock is an insurance agent selling traditional life and fixed products through JMC Financial Solutions, LLC, dedicating about 10-20% of his time. He also owns and directs JMC Financial Solutions, LLC, dedicating significantly more time to this investment-related activity, and serves on the board of directors and finance committees for several non-profit organizations.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
State Registrations20 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.