Jennifer Griffis
Jennifer Griffis is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in St. Joseph, MO, with 26 years of industry experience. Jennifer 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
1801 Oakridge Circle, Suite 101, St. Joseph, MO, 64506
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2005Customer Dispute
November 2004Customer Dispute
September 2003Other Business ActivitiesSells Insurance
Jennifer owns JLL Services LLC, primarily for cash flow management and business expenses related to her financial planning practice, spending minimal time on it. She also sells insurance and fixed products through Integrity Wealth Management and a sole proprietorship, respectively.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations13 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.