Jason Wise is a registered investment advisor at Osaic Wealth, INC., based in Billings, MT, with 25 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
490 North 31 St Street, Suite 217, Billings, MT, 59101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is a Principal/EVP-Wealth Advisor at Ridgeline Wealth Partners LLC since 2022. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
First Financial Equity Corporation
First Financial Equity CorporationBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations22 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.