Osaic Advisory Services, LLC
Osaic Advisory Services, LLC (CRD# 171070) is a financial advisory firm headquartered in Atlanta, GA. They manage $4,938,711,328 in 20,269 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management4,939MILLION
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Total Number of Accounts20,269ACCOUNTS
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Average Account Value$243,658
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Jason Iannantuono (CRD# 2499549) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Allentown, PA and has over 29 years of experience in the finance industry.
John Iannantuono (CRD# 829360) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Allentown, PA and has over 43 years of experience in the finance industry.
Kim James (CRD# 2919666) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 26 years of experience in the finance industry.
Deborah Johnson (CRD# 4668403) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Seneca, SC and has over 9 years of experience in the finance industry.
Ronald Johnson (CRD# 2616535) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Englewood, CO and has over 26 years of experience in the finance industry.
Jack Jones (CRD# 2539111) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Houston, TX and has over 29 years of experience in the finance industry.
Lester Jones (CRD# 2526336) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 29 years of experience in the finance industry.
Alan Jotkoff (CRD# 1601180) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in West Melbourne, FL and has over 35 years of experience in the finance industry.
Ryan Jotkoff (CRD# 4235923) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in West Melbourne, FL and has over 9 years of experience in the finance industry.
James Kampstra (CRD# 5645590) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Gettysburg, PA and has over 14 years of experience in the finance industry.