Jerome Owens is a registered investment advisor at Osaic Wealth, INC., based in Brunswick, GA, with 20 years of industry experience. Jerome 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
501 Gloucester St, Suite 205, Brunswick, GA, 31520
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jerome is an elder at Lighthouse Church, vice-president of Golden Isles Shag Club, and owner of Owens Window Tinting. He also works full-time as an advisor at Parable Financial Network.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Triad Advisors, LLC
Triad Advisors LLCBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Edward JonesBroker
State Registrations4 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.