Jason Bezou is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Hammond, LA, with 22 years of industry experience. Jason 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
1665 S.W. Railroad Ave, Suite 10, Hammond, LA, 70403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is a self-employed musician, owns rental properties, and is involved in fundraising for Christian churches. He is also the owner of Bezou Financial Planning Group, LLC, which takes up a full-time commitment, and is involved in other ventures including singing/songwriting, real estate rental, and a non-profit, all requiring minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
Capital One Investments, LLC
Capital One Investments, LLCBroker
UBS Financial Services INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations35 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.