Jonathan Boslooper, financial advisor Tampa FL

Jonathan Boslooper

CRD Number: 1005735
Current Firm: Osaic Wealth, Inc.

Jonathan Boslooper (CRD# 1005735) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Tampa, FL and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Royal Alliance Associates, Inc. Tampa, FL Nov 2018 - Current 5
Signator Investors, Inc. Tampa, FL Oct 1979 - Nov 2018 39
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1996
S65 NASAA Investment Advisors Law Examination Jan 1996
Contact Info for Jonathan T. Boslooper
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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