Jennifer Adams is a registered investment advisor at Osaic Wealth, INC., based in Houston, TX, with 17 years of industry experience. Jennifer 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
12807 Haynes Road, Building H, Houston, TX, 77066
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer is a managing member for The Adams Nine LLC, managing a print-on-demand storefront, dedicating about 10-20% of her time. She is also the Director of Client Management at Mint Wealth Management, LLC, dedicating nearly full-time hours.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.Broker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Wunderlich Securities, INC.Broker
Wunderlich Securities, INC.
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
Stanford Capital Management, LLC
Stanford Group Company
Stanford Group CompanyBroker
State Registrations1 state
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.