Jason Smith
Jason Smith is a registered investment advisor at Osaic Wealth, INC., based in East Peoria, IL, with 12 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
430 N Main Street, East Peoria, IL, 61611
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Regulatory History (1)
Customer Dispute
March 2024Other Business ActivitiesSells Insurance
Jason sells life insurance to clients through Legacy Investment Services, dedicating a few hours per week. He also works as an Investment Advisor Representative for Bank of Farmington Investments, Legacy Wealth Partners, and Table Grove State Bank Financial Services, and owns Legacy Private Wealth Advisors, an S-Corporation providing support staff for financial services.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations10 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.