Jacqueline Villa is a registered investment advisor at Osaic Wealth, INC., based in Peoria, AZ, with 19 years of industry experience. Jacqueline 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
8801 West Union Hills Drive, Bldg C, Peoria, AZ, 85382
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jacqueline is named as a future trustee on her mother's trust and works as an independent consultant for Rodan and Fields skin care, dedicating minimal time to each. She also works as registered support staff for Phoenix Financial Group, Ltd. (nearly full-time) and performs administrative duties for United Trust Services (minimal time).
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Next Financial Group, INC.
Next Financial Group, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
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.