Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth, Inc. offers various advisory programs with fees detailed in their respective program brochures. These programs include Advisor Managed Portfolios, Unified Managed Accounts, and access to Third-Party Money Managers. Financial planning and consulting services are also available, with fees determined and documented in a separate agreement. The Signator Managed Account Platform program fees include portions paid to the Advisory Representative, the Firm, the custodian, and Third-Party Money Managers.
Areas of Practice
Advisor Information
Office location
29426 Coharie Loop, San Antonia, FL, 33576
Get directionsRegulatory History (1)
Regulatory
April 2019Other Business ActivitiesSells Insurance
Jacqueline is a registered representative who may offer clients commissionable products, which could present a conflict of interest. She also owns JBJB Management, Inc., where she acts as an agent for property and casualty clients, selling home, auto, commercial property, and liability insurance, dedicating a few hours per week. Additionally, Jacqueline is the Vice President of a BNI chapter, spending a few hours per week on this activity.