Jacqueline P Bennett

Osaic Wealth, INC.

40 Years of Experience

1 DisclosureBrokerSells Insurance

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Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningInvestment Management

Osaic Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9179 advisors

Number of Clients

574,829 clients

Average Client Portfolio

$348K average

Assets Under Management

$200.3B

Fee Structure

Minimum Investment:$5.5K

Financial Planning:Investment management only

Location

29426 Coharie Loop, San Antonia, FL, 33576

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History

Regulatory History (1)

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Regulatory

April 2019

Final

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Other 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.