Jason Pott
Jason Pott is a registered investment advisor at Osaic Wealth, INC., based in Omaha, NE, 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
101 South 108th Avenue, Omaha, NE, 68154
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Regulatory History (1)
Criminal
January 2006Other Business ActivitiesSells Insurance
Jason is the owner of Wealth Plan Partners, an insurance brokerage selling life, auto, home, and commercial insurance. He also owns a second home that is occasionally rented out as an Airbnb, requiring minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Wealthplan Partners
Previous Registrations
Wealthplan Partners
Securities America, INC.Broker
National Planning CorporationBroker
Country Capital Management CompanyBroker
State Registrations3 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.