Jeffrey Bjurstrom
Jeffrey Bjurstrom is a registered investment advisor at Osaic Wealth, INC., based in San Diego, CA, with 28 years of industry experience. Jeffrey 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
12396 World Trade Drive, Suite 310, San Diego, CA, 92128
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is a CA licensed sales agent and offers fixed annuity, equity index annuity, and term life insurance sales to clients. This activity takes minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Aig Financial Advisors, INC.
Aig Financial Advisors, INC.Broker
Spelman & CO INC
Spelman & CO., INC.Broker
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations26 states
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