Jed Lund is a registered investment advisor at Osaic Wealth, INC., based in Plymouth, MN, with 20 years of industry experience. Jed 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
4425 Hwy 169 N, Suite 100, Plymouth, MN, 55442
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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
Jed is a separately licensed independent insurance agent. He is also a financial advisor at Focus Financial Network, dedicating full-time hours to financial, investment, and tax planning, and a few hours per week to insurance sales and service. Jed is also a Senior Financial Advisor and CPA at Encore Financial, spending full-time hours there.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Focus Financial
Focus Financial
Advisornet Wealth Management
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Pruco Securities, LLC.Broker
State Registrations10 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.