Brett Jenson
Brett Jenson is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Salt Lake City, UT, with 24 years of industry experience. Brett 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
3165 East Millrock Drive, Suite 300, Salt Lake City, UT, 84121
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Regulatory History (1)
Customer Dispute
August 2020Other Business ActivitiesSells Insurance
Brett is an insurance agent offering various insurance products and annuities, dedicating a few hours per week to this activity. He also owns J7 Holdings, LLC, an entity created to hold real estate rental properties, spending minimal time on this.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Mony Securities CorporationBroker
Fidelity Brokerage Services, INC.Broker
State Registrations24 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.