Jason Oestreicher
Jason Oestreicher is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Fort Lauderdale, FL, with 18 years of industry experience. Jason 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
5310 NW 33 Ave., Suite 206, Fort Lauderdale, FL, 33309
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2016Criminal
April 1998Other Business ActivitiesSells Insurance
Jason is an agent for AGIA selling non-securities insurance products and spends a few hours per week on this. He also sells and services fixed insurance products through Creative Financial Network, dedicating a few hours per week, and owns Path Financial Partners LLC, spending minimal time on bookkeeping.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ameriprise Financial Services, INC.Broker
State Registrations6 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.