Jack Yvars
Jack Yvars is a registered investment advisor at Osaic Wealth, INC., based in Concord, NH, with 9 years of industry experience. Jack 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
57 School Street, 2nd FLOOR, Concord, NH, 03301
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2023Customer Dispute
April 2023Other Business ActivitiesSells Insurance
Jack is involved in several business activities, including managing JY Realty Holdings LLC and 18 Manchester St LLC, and serving as President/IAR for Capital Advisory Group LLC, where he dedicates full-time hours to sales/marketing of securities, investment advisory, and insurance products. He also spends a few hours per week on fixed insurance sales through Capital Advisory Group LLC, and has responsibilities as a guardian and trustee.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
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.