Seok Jo
Seok Jo is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Beverly Hills, CA, with 24 years of industry experience. Seok 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
8665 Wilshire Blvd., Suite 200, Beverly Hills, CA, 90211
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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
Seok is the President of STS Wealth Management, Inc. and Chief Investment Officer of Crown Financial Partners, spending about a quarter of his time on these roles. He also offers fixed insurance products through Crown Financial Partners and as a sole proprietor, and serves on the board of directors for a non-profit organization.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Sts Wealth Management, INC.
Previous Registrations
The Wealth Collaborative, INC.
Lwi Financial INC.
Loring Ward Securities INC.Broker
Loring Ward Capital Management INC.
United Planners' Financial Services of America a Limited PartnerBroker
AXA Advisors, LLCBroker
National Planning CorporationBroker
Asset Planning Solutions, INC.Broker
First Allied Securities, INC.Broker
First Allied Securities, INC.Broker
State Registrations10 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.