Jon Taylor
Jon Taylor is a registered investment advisor at Osaic Wealth, INC., based in San Antonio, TX, with 5 years of industry experience. Jon 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
3522 Paesanos Parkway, Suite 100, San Antonio, TX, 78231
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Regulatory History (1)
Customer Dispute
November 2025Other Business ActivitiesSells Insurance
Jon works full-time as an agent at Platinum Wealth Solutions, selling fixed annuities and non-variable insurance. He also works full-time as a financial advisor at Platinum Wealth Solutions, selling securities, investment advisory, and insurance products.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
State Registrations4 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.