Jennifer Johnston is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Cumming, GA, with 23 years of industry experience. Jennifer 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
7185 Colfax Ave, Suite 100-N, Cumming, GA, 30040
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer is the president of genFinance, LLC, an investment advisory and financial planning firm. She also works as a 1099 independent contractor for Kitces, LLC, spending minimal time editing/reviewing an estate planning course for financial advisors.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Triad Advisors, LLC
Triad Advisors LLCBroker
Farnsley Wealth Management, LLC
Securities Service Network, INC.Broker
State Registrations12 states
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