Jefferson Pitt is a registered investment advisor at Osaic Wealth, INC., based in Charlotte, NC, with 18 years of industry experience. Jefferson 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
1415 Vantage Park Drive, Suite 250, Charlotte, NC, 28203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jefferson operates his LPL business through Independent Advisor Alliance and Blackbridge Financial. He also owns rental real estate and consults for Rafa AI and Feathery, dedicating about a quarter of his time to Rafa AI and minimal time to Feathery.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
LPL Financial LLCBroker
Independent Advisor Alliance, LLC
LPL Financial LLC
LPL Financial LLCBroker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors, LLCBroker
Evergreen Investment Services, INC.Broker
Vanguard Marketing CorporationBroker
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.