Jessica Donnerstein
Jessica Donnerstein is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Scottsdale, AZ, with 24 years of industry experience. Jessica 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
4300 N. Miller Rd., Ste. 130, Scottsdale, AZ, 85251
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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 ActivitiesSells Insurance
Jessica provides investment advice and financial planning through Osaic Corporate RIA and 3GenWealth, dedicating full-time hours to these activities. She also owns Jessica Peck Donnerstein (Insurance Services) where she procures life, health, and disability insurance for existing clients, spending a few hours per week, and is a member of DonnPeck LLC which facilitates the purchase of financial planning practices.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Fsc Securities Corporation
Aegis Financial Group, INC.
Fsc Securities CorporationBroker
Mony Securities Corporation
Trusted Advisors
Trusted Securities Advisors CORP.Broker
Mony Securities CorporationBroker
State Registrations27 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.