JP

Jason Michael Pott

16 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9176 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

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
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningBusiness Owners
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Advisor Information

Office location

101 South 108th Avenue, Omaha, NE, 68154

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
January 2006
Final Disposition
Other Business ActivitiesSells Insurance

Jason is the owner of Wealth Plan Partners, an insurance brokerage selling life, auto, home, and commercial insurance. He also owns a second home that is occasionally rented out as an Airbnb, requiring minimal time.

Employment History
Current Registrations
Osaic Wealth, INC. Broker
June 2024 - Present · 1 yr 7 mos
Wealthplan Partners
January 2020 - Present · 6 yrs
Previous Registrations
Wealthplan Partners
January 2018 - July 2020 · 2 yrs 6 mos
Securities America, INC.Broker
December 2017 - June 2024 · 6 yrs 6 mos
National Planning CorporationBroker
August 2017 - November 2017 · 3 mos
Country Capital Management CompanyBroker
November 2008 - May 2017 · 8 yrs 6 mos
State Registrations2 states
COID
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jason Michael Pott - Financial Advisor | AdvisorDiscover