Jason Brown is a registered investment advisor at Osaic Wealth, INC., based in Flint, MI, 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
G-4080 Miller Road, Flint, MI, 48507
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason works as licensed administrative personnel for Financial & Tax Planning Inc., dedicating about 20% of his time to administrative support. He also serves as attorney in fact for his mother and owns JKB Advisor LLC for administrative purposes, dedicating a significant amount of time to this role. Jason also owns 50% of vacant land.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Financial Planning Advisory CORP
State Registrations25 states
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