Jean Pierre
Jean Pierre is a registered investment advisor at Osaic Wealth, INC., based in Fort Lauderdale, FL, with 28 years of industry experience. Jean 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
5310 NW 33 Ave., Suite 206, Fort Lauderdale, FL, 33309
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2009Customer Dispute
July 2004Other Business ActivitiesSells Insurance
Jean is the President and CEO of Lifecraft Financial Group and VP of Development at Creative Financial Network, both involving offering fixed products including life insurance. Jean also dedicates minimal time to the Edgard J Pierre Foundation and Gerson Lehrman Group.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Regal Investment Advisors LLC
Regulus Advisors, LLCBroker
Principal Securities, INC.
Principal Securities, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Wm Financial Services, INC.Broker
Great Western Financial Securities CorporationBroker
Citicorp Investment ServicesBroker
Great Western Financial Securities CorporationBroker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations4 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.