John Pojawis
John Pojawis is a registered investment advisor at Osaic Wealth, INC., based in Haddon Township, NJ, with 23 years of industry experience. John 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
Haddon Township, NJ
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Regulatory History (1)
Customer Dispute
June 2008Other Business ActivitiesSells Insurance
John is involved in several business activities, including independent insurance sales through Freedom Financial Services, tax preparation as a CPA, and providing investment advisory services through Sagepoint Financial, Inc. He also serves as a board of trustee for a nonprofit organization and sells insurance, dedicating a few hours per week to this.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
American General Securities Incorporated
American General Securities IncorporatedBroker
State Registrations12 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.