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
755 Primera Blvd., Suite 1001, Lake Mary, FL, 32746
Get directionsRegulatory 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
George is a managing member of Jackson Wealth Management LLC, dedicating full-time hours to managing investments for clients. He also owns a CPA firm, prepares tax returns, is president of Jackson Retirement Planning Inc. (selling annuities, life insurance, and 529 plans), is a registered advisor with Jackson Investment Management LLC, is an investment adviser representative with McDonough Capital Management, Inc., is a managing member of 755 Aviation, LLC, and is a BD rep for Osaic Wealth, Inc.