Esther Jones
Esther Jones is a registered investment advisor at Osaic Wealth, INC., based in Honolulu, HI, with 10 years of industry experience. Esther 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
1163 S. Beretania Street, Honolulu, HI, 96814
Get directionsHistory
Regulatory History (2)
Criminal
May 1998Criminal
March 1998Other Business Activities
Esther works as a Securities Admin for Occidental Underwriters of Hawaii, dedicating nearly full-time hours to supporting registered representatives and handling administrative tasks. She also works as an Associate for Arnold Honda JD and Associates and as an Assistant for Kamemoto Financial Group, spending a few hours per week and nearly full-time hours respectively on training and administrative duties.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.Broker
Transamerica Financial Advisors, INCBroker
State Registrations8 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.