Steven Eric Jolley

Osaic Wealth, INC.

14 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningInvestment Management

Osaic Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9179 advisors

Number of Clients

574,829 clients

Average Client Portfolio

$348K average

Assets Under Management

$200.3B

Fee Structure

Minimum Investment:$5.5K

Financial Planning:Investment management only

Location

119 W. Wayne Ave, Wayne, PA, 19087

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History

Regulatory History

Clean regulatory record

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.

Other Business ActivitiesSells Insurance

Steven is employed by Alera Group and is an investment advisor representative for The Ascent Group, spending nearly full-time on each. He also sells fixed insurance products as an independent insurance agent and has several non-investment related activities, including working as a radio analyst and youth soccer coach.