Jaclyn Mazur
Jaclyn Mazur is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Carlsbad, CA, with 21 years of industry experience. Jaclyn 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
1265 Carlsbad Village Dr, #201, Carlsbad, CA, 92008
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jaclyn is an officer of Ruzam LLC, a holding company for real estate investments, and owns rental properties individually and through her family trust. Through Guide My Finances, a DBA for Ruzam LLC, Jaclyn markets her financial planning practice, investment business, and offers insurance and divorce planning services; this takes about 10-20% of her time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Guide My Finances
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Brecek & Young Advisors, INC.Broker
The Concord Equity Group, LLCBroker
Sunamerica Securities, INC.Broker
State Registrations30 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.