Jordan Murray
Jordan Murray is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in San Ramon, CA, with 15 years of industry experience. Jordan 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
6101 Bollinger Canyon Road, Suite 225, San Ramon, CA, 94583
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Regulatory History (1)
Customer Dispute
December 2018Other Business ActivitiesSells Insurance
Jordan is an insurance agent offering accident and health insurance, disability insurance, fixed annuities, indexed annuities, fixed life insurance, and long-term care insurance, dedicating a few hours per week. Jordan also owns Fong Murray LLC, a legal entity through which his practice is managed, requiring minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
State Registrations25 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.