Jason Ridinger
Jason Ridinger is a registered investment advisor at Osaic Wealth, INC., based in Roanoke, VA, with 7 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
2847 Penn Forest Boulevard, Suite 100, Roanoke, VA, 24018
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Regulatory History (1)
Financial
March 2019Other Business ActivitiesSells Insurance
Jason is an agent selling fixed annuities and non-variable insurance since 2004, and also works as an IAR marketing and selling securities, investment advisory, and insurance products. He also dedicates minimal time to the Roanoke Valley Leadership Series and the Fellowship of Christian Athletes at Virginia Tech.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Bb&t Investment Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Pruco Securities CorporationBroker
State Registrations6 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.