Jeffrey Buchanan
Jeffrey Buchanan is a registered investment advisor at Osaic Wealth, INC., based in Hershey, PA, with 26 years of industry experience. Jeffrey 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
1404 E Chocolate Ave, Hershey, PA, 17033
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Regulatory History (1)
Customer Dispute
April 2024Other Business ActivitiesSells Insurance
Jeffrey is an insurance agent selling life, disability, and long-term care insurance, dedicating a few hours per week to this activity. He also owns real estate through Landmine Properties and Vandy Nations LLC, and is a co-executor for an estate.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
1717 Capital Management CompanyBroker
State Registrations15 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.