Jay Adams
Jay Adams is a registered investment advisor at Osaic Wealth, INC., based in Oakmont, PA, with 29 years of industry experience. Jay 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
420 Allegheny River Blvd., Oakmont, PA, 15139
Get directionsHistory
Regulatory History (5)
Customer Dispute
December 2013Customer Dispute
December 2012Customer Dispute
January 2008Customer Dispute
February 2006Regulatory
November 2005Other Business ActivitiesSells Insurance
Jay is a corporate RIA investment advisor with Osaic Wealth, Inc. since 2005, spending about a quarter of his time there, and a partner in MV Properties LLC. He also has roles with Patrick Financial, Woodburn Holdings LLC, and Oakmont Country Club, dedicating minimal time to each.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
State Registrations17 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.