Jason Mieras
Jason Mieras is a registered investment advisor at Osaic Wealth, INC., based in Lake Como, NJ, 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
1713 Main Street, Unit 102, Lake Como, NJ, 07719
Get directionsHistory
Regulatory History (4)
Customer Dispute
March 2024Criminal
October 2023Customer Dispute
July 2023Customer Dispute
June 2015Other Business ActivitiesSells Insurance
Jason is affiliated with American Portfolios Advisors Corp RIA, dedicating full-time hours to this role. He is also involved with MFI Retirement Planning Assoc. as a 50% owner and insurance agent, focusing on fixed insurance sales and spending a few hours per week on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Nathan & Lewis Securities, INC.Broker
State Registrations46 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.