Jennifer Jones is a registered investment advisor at Osaic Wealth, INC., based in Crofton, MD, 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
2200 Defense Highway, Suite 206, Crofton, MD, 21114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer owns Accounting Unlimited, Inc., a certified public accounting practice, and spends full-time there. She also works as a Registered Investment Advisor with Securities America Advisory, dedicating about half her time to this role.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Securities Service Network, LLCBroker
Ssn Advisory, INC.
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Medallion Advisory Services, LLC
Medallion Investment Services, INC.Broker
State Registrations12 states
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