Bradley Jerome
Bradley Jerome is a registered investment advisor at Osaic Wealth, INC., based in Burton, MI, with 23 years of industry experience. Bradley 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
4512 S Saginaw Street, Burton, MI, 48439
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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
Bradley is involved with Legacy Financial Group, Inc. doing financial planning and life insurance sales, dedicating a few hours per week. He is also President of Legacy Investment Strategies, the asset management arm of Legacy Financial Group, and President of Legacy Financial Group Inc., spending nearly full-time hours on these roles.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Founders Financial Securities, LLC
Founders Financial Securities LLCBroker
Cfd Investments, INC.Broker
Mutual Service CorporationBroker
Fsc Securities CorporationBroker
State Registrations17 states
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