Jason Morrow
Jason Morrow is a registered investment advisor at Osaic Wealth, INC., based in Allentown, PA, with 24 years of industry experience. Jason 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
1605 N. Cedar Crest Blvd., Suite 504, Allentown, PA, 18104
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Regulatory History (1)
Customer Dispute
September 2014Other Business ActivitiesSells Insurance
Jason owns a short-term rental property with his wife since 2023, utilizing a third-party management service. Jason also works full-time as an agent for Quantum Financial Management, an insurance brokerage, and as a wealth advisor for Quantum Financial Management, selling securities, investment advisory, and insurance products.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Cco Investment Services CORP.Broker
Cco Investment Services CORP.
LPL Financial LLCBroker
LPL Financial LLC
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Sorrento Pacific Financial, LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Sei Investments Distribution CO.Broker
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.