Jonathan Hayes
Jonathan Hayes is a registered investment advisor at Osaic Advisory Services, LLC, based in Atlanta, GA, with 14 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 28,410 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Advisors offers investment management through several programs:
- Ally Account: Fees are negotiable, with a maximum annual fee of 2.50%. Transaction charges apply.
- Counsel Account: Fees are negotiable, with a maximum annual fee of 2.50%. This is a wrap account, so the fee covers both advice and transactions.
- Partner Program: Access to third-party managers with varying fees. Osaic either receives a portion of the fee or charges a separate consulting fee.
- Plan Participant Retirement Program: Maximum 3% annual fee, either fixed or tiered, based on assets in your retirement plan account.
Location
2300 Windy Ridge Parkway, Suite 750, Atlanta, GA, 30339
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2012Employment Separation After Allegations
February 2012Other Business Activities
Jonathan is a lead analyst/PM at Head Investment Partners, a financial investments firm, since 2017. He dedicates about a quarter of his time to this activity, including a few hours per week during trading hours, assisting the team in daily portfolio activity.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Previous Registrations
Wells Fargo Advisors, LLC
UBS Financial Services INC.
State Registrations1 state
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.