Jason Hill
Jason Hill is a registered investment advisor at Osaic Wealth, INC., based in Boca Raton, FL, 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
2799 NW 2nd Ave, Suite 105, Boca Raton, FL, 33431
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Regulatory History (2)
Regulatory
March 2024Regulatory
July 2018Other Business ActivitiesSells Insurance
Jason is the President of Client Focused Advisors, dedicating nearly full-time hours to this investment and security business. He also works as an insurance agent selling various insurance products and is involved in other ventures including app development, podcasting, and managing related LLCs.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations5 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.