Jonathan Bryant
Jonathan Bryant is a registered investment advisor at Osaic Wealth, INC., based in Wayzata, MN, 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
1905 Wayzata Blvd Ste 250, Wayzata, MN, 55391
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Regulatory History (1)
Customer Dispute
November 2007Other Business ActivitiesSells Insurance
Jonathan sells life insurance, disability insurance, and equity-indexed annuities, dedicating a few hours per week to this activity. He also owns Triplethreat Training, Inc., works as an Investment Advisor Representative with Securities America (taking about two-thirds of his time), and is the head varsity boys basketball coach at Edina High School (taking about a quarter of his time).
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Wall Street Financial Group, INC
Wall Street Financial Group, INC
Wall Street Financial Group, INC.Broker
C.R.I. Securities, INC.Broker
Securian Financial Services, INC.Broker
State Registrations15 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.