Jason Sturm is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Sunset Hills, MO, with 10 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
10733 Sunset Office Drive, Suite 259A, Sunset Hills, MO, 63127
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is involved with Pathways Financial Group, FSC Securities Corporation as a Registered Representative & Investment Advisor Representative, Butler Associates, Inc. (DBA), Winsor West LLC (farmland), and Butler Associates Financial Planners (owner). He dedicates about half his time to FSC Securities Corporation, and minimal time to the other activities. Jason does not appear to sell insurance products based on this information.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities Corporation
Butler Associates Financial Planners, INC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
State Registrations21 states
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