Jennifer Vawter
Jennifer Vawter is a registered investment advisor at Osaic Wealth, INC., based in Melbourne, FL, with 16 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
Melbourne, FL
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Regulatory History (1)
Financial
December 2016Other Business Activities
Jennifer is an independent contractor providing photography services and owns a business selling custom floral arrangements. She also serves as Assistant Secretary on the board of the OSAIC Foundation, dedicating minimal time to this role.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Fsc Securities Corporation
Sagepoint Financial, INC.
Triad Advisors LLCBroker
Securities America, INC.Broker
Woodbury Financial Services, INC.Broker
Fsc Securities CorporationBroker
Sagepoint Financial, INC.Broker
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Triumph Wealth Advisors, INC.
Taylor Capital Management INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Next Financial Group, INC.Broker
Next Financial Group, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations2 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.