Jared Tims
Jared Tims is a registered investment advisor at Osaic Wealth, INC., based in Tyler, TX, with 21 years of industry experience. Jared 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
7925 S. Broadway Avenue, Building 11, Suite 1166, Tyler, TX, 75703
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Regulatory History (1)
Customer Dispute
August 2024Other Business ActivitiesSells Insurance
Jared is involved in several outside business activities. These include real estate management, rentals, and development, acting as an insurance agent offering various insurance products, assisting in fixed life settlement transactions, managing rental property, and serving as Chairman of the Finance Committee for his church.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
Argent Advisors, INC.
Argent Advisors, INC.
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Proequities, INC.Broker
Jefferson Pilot Securities CorporationBroker
State Registrations14 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.