Jeramie Shamp
Jeramie Shamp is a registered investment advisor at Osaic Wealth, INC., based in Fort Wayne, IN, with 10 years of industry experience. Jeramie 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
12730 Coldwater Road, Suite 104, Fort Wayne, IN, 46845
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeramie works as a firefighter for the City of Fort Wayne, dedicating significantly more than full-time hours per month, with 80 hours during trading hours. Jeramie is also an insurance agent offering accident and health insurance, disability insurance, fixed and indexed annuities, long-term care insurance, and traditional life insurance products, dedicating about a quarter of his time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
State Registrations16 states
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