Jason Giordano
Jason Giordano is a registered investment advisor at Osaic Wealth, INC., based in Mechanicsburg, PA, with 27 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
Mechanicsburg, PA
Get directionsHistory
Regulatory History (2)
Criminal
March 1991Criminal
August 1990Other Business ActivitiesSells Insurance
Jason is involved with Guardian Asset Advisors for investment advisory services and also sells insurance as an agent, both starting in 2017. He also supports CPAs and business owners through Sentinel Business Planning, dedicating about 10-20% of his time to this role, helping them with holistic planning, including fixed insurance and business exit planning.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Guardian Asset Advisors, LLC
Previous Registrations
Securities America, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
LPL Financial LLCBroker
Prudential Securities IncorporatedBroker
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.