Jason Egge is a registered investment advisor at Osaic Wealth, INC., based in Windsor Heights, IA, 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
7000 University Ave, Windsor Heights, IA, 50324
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is a financial advisor with Osaic Wealth, offering investment advisory services and dedicating full-time hours to this role. He also volunteers with several organizations, including Greater Des Moines Habitat for Humanity, Meals from the Heartland, Central Presbyterian Church, and the Theodore Roosevelt High School Foundation.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Fintegra, LLCBroker
Princor Financial Services CorporationBroker
State Registrations15 states
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