Jason Baird is a registered investment advisor at Osaic Wealth, INC., based in Utica, MI, with 17 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
8300 Hall Road, Ste 201, Utica, MI, 48317
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason owns a rental house and is involved in tax preparation services. He also works full-time as an Investment Advisor Representative, selling securities, investment advisory, and insurance products, and dedicates a few hours per week to fixed insurance sales and property & casualty insurance sales. Jason is also a mortgage loan originator, dedicating minimal time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Aurora SecuritiesBroker
Concorde Investment Services, LLCBroker
Gradient Securities, LLCBroker
Secure Asset Management, L.L.C.
Investment Research CORP
World Capital Brokerage, INC.Broker
Hantz Financial Services, INC.
Hantz Financial Services, INC.Broker
State Registrations11 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.