Jonathan Cox is a registered investment advisor at Osaic Wealth, INC., based in Muskegon, MI, with 24 years of industry experience. Jonathan 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
1975 Holton Rd., Muskegon, MI, 49445-1533
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Regulatory History (1)
Criminal
July 2004Other Business Activities
Jonathan is involved in several business activities, including Cox Accounting and Tax Service, Northside Payroll Partnership, Fox Financial Services, John's Small Business (computer consulting), and JDC Investments. He also holds a non-producing representative position with Securities America Advisors.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Veravest Investments, INC.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.