Jocelyn Holzwarth
Jocelyn Holzwarth is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Las Vegas, NV, with 28 years of industry experience. Jocelyn 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
3277 E. Warm Springs Rd., Suite 300, Las Vegas, NV, 89120
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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
Jocelyn owns Holzwarth Financial Services, consulting on divorce issues and offering life, health, and long-term care insurance, dedicating minimal time to each. She also works as a tax preparer for Las Vegas Tax & Financial (about a quarter of her time) and is the treasurer for Green Valley Ranch Homeowner's Association (a few hours per week).
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Independent Planning Associates, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Sunamerica Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations8 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.