Jonathan Taporco
Jonathan Taporco is a CFA-designated registered investment advisor at Osaic Wealth, INC., based in Austin, TX, with 19 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
3600 N. Capital of Texas Hwy, Bldg B, Suite 200, Austin, TX, 78746
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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
Jonathan is a VP and Senior Investment Consultant at Alliant Retirement Consulting and Alliant Insurance Services, and an insurance agent selling life and disability insurance, dedicating full-time hours to each. He also works as a CFA exam grader/question writer, an external advisory member for RPAG, and an adjunct professor of finance at Austin Community College, dedicating minimal time to each.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Retirement and Wealth at Alliant, LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
Cls Partners Retirement Services
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
MML Investors Services, LLCBroker
Metlife Securities INC.Broker
First Allied Securities, INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
AXA Advisors, LLC
AXA Advisors, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations5 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.
Exams
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