Jason Perry
Jason Perry is a registered investment advisor at Osaic Wealth, INC., based in Estero, FL, with 16 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
Estero, FL
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Regulatory History (1)
Regulatory
June 2017Other Business ActivitiesSells Insurance
Jason works as a financial advisor and insurance agent, dedicating full-time hours to both roles. He also serves as CFO (in title only) for Dial Tone Consulting, LLC, is an advisory council member for Christy's Cause, Inc., a partner in Innovative Development Solutions, LLC, founder/owner/producer for SymboliQ Wealth Management, LLC, and a Vice President for the Pelican Landing Board, each requiring minimal to about 10-20% of his time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Edward Jones
Edward JonesBroker
State Registrations20 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.