Jesus Lopez-Castaneda is a registered investment advisor at Osaic Wealth, INC., based in Richmond, VA, with 17 years of industry experience. Jesus 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
2104 WEST LABURNUM AVE., Ste. 101, Richmond, VA, 23227
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jesus works full-time as operations & tech integrations manager for f3Logic, LLC since 2020 and Gallagher Fiduciary Advisors, LLC since 2023. Both roles involve overseeing daily operations, supporting teams/advisors, and facilitating technology training.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Gallagher Fiduciary Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
Independent Financial Group, LLCBroker
F3logic, LLC
Western International Securities
Western International Securities, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations2 states
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