Jason Harris
Jason Harris is a registered investment advisor at Osaic Wealth, INC., based in Hauppauge, NY, with 11 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
521 Hauppauge Road, Suite 206, Hauppauge, NY, 11788
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Regulatory History (1)
Customer Dispute
January 2022Other Business ActivitiesSells Insurance
Jason is a licensed broker with Latitude Wealth Advisors, spending about 10-20% of his time selling insurance as part of his advisory service. He also owns Jordynseth Inc for expense reporting and is a board member and treasurer for the non-profit Hero Spirit Project, dedicating a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Investors Capital Advisory
Investors Capital CORP.Broker
State Registrations15 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.