Jonathan Mark Taporco

CFA

Osaic Wealth, INC.

18 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningInvestment Management

Osaic Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9179 advisors

Number of Clients

574,829 clients

Average Client Portfolio

$348K average

Assets Under Management

$200.3B

Fee Structure

Minimum Investment:$5.5K

Financial Planning:Investment management only

Location

3600 N. Capital of Texas Hwy, Bldg B, Suite 200, Austin, TX, 78746

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History

Regulatory History

Clean regulatory record

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.

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.