Jacob Mokry
Jacob Mokry is a registered investment advisor at Osaic Wealth, INC., based in San Antonio, TX, with 15 years of industry experience. Jacob 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
118 Broadway St. Suite 606, San Antonio, TX, 78205
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Regulatory History (1)
Criminal
June 2001Other Business ActivitiesSells Insurance
Jacob works as an insurance salesperson, brokering insurance products, dedicating a few hours per week. He also works as a financial advisor and is a partner/member of STG Advisors, PLLC, spending minimal time managing contracts for the business.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations10 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.