Joseph Jackson
Joseph Jackson is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Nashville, TN, with 47 years of industry experience. Joseph 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
2908 Poston Ave., Ste. 1, Nashville, TN, 37203
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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
Joseph is a registered representative and investment advisor representative (IAR) at Jackson and Associates, a sole proprietorship, since November 2023. He dedicates full-time hours to sales/marketing of securities, investment advisory, and insurance products.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Independent Financial Partners
LPL Financial LLCBroker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
H. Beck, INC.
H. Beck, INC.Broker
Sentra Securities CorporationBroker
United Pacific Securities, INC.Broker
Vsr Financial Services, INC.Broker
Ffp Securities, INC.Broker
Vsr Financial Services, INC.Broker
Labrec Securities, INC.Broker
United Capital Securities, INC.Broker
The Lincoln National Life Insurance CompanyBroker
State Registrations15 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.