Jonathan Bobolia
Jonathan Bobolia is a registered investment advisor at Osaic Wealth, INC., based in San Diego, CA, with 45 years of industry experience. Jonathan 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
4305 Gesner Street, Suite 227, San Diego, CA, 92117
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2000Customer Dispute
January 1995Customer Dispute
February 1994Other Business ActivitiesSells Insurance
Jonathan holds an insurance license through FSC and sells annuities, primarily variable annuities, dedicating minimal time to this activity. He also has an ownership stake in Home Mason Supply LLC and rents a room to a foreign exchange student, neither of which are investment-related and require no time commitment.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Corporate Benefit Securities, INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Shearson/american Express INC.Broker
First Jersey Securities, INC.Broker
State Registrations26 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.