Alan Michael Jotkoff

CFP · PFS

Osaic Wealth, INC.

38 Years of Experience

Broker

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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

2100 Meadowlane Avenue, West Melbourne, FL, 32904

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Alan is a CPA and president of Jotkoff & Associates, PA, dedicating about half his time to accounting. He is also a registered representative with Triad Advisors, Inc., president of Jotkoff Financial Services Inc., manager of TBFW-Meadowlane LLC and Parr Family Investments LLC, manager/sole member of Forsight Master LLC, and a board member for Plaza Health Network & Subsidiaries.

Employment History

Current Registrations

Osaic Wealth, INC.Broker

August 2024 - Present · 1 yr 6 mos

Osaic Advisory Services, LLC

April 2022 - Present · 3 yrs 10 mos

Previous Registrations

Triad Advisors LLCBroker

October 2006 - August 2024 · 17 yrs 10 mos

Jotkoff Financial Services, INC.

March 1998 - October 2022 · 24 yrs 7 mos

Fsc Securities CorporationBroker

February 1998 - October 2006 · 8 yrs 8 mos

1st Global Capital CORP.Broker

June 1995 - February 1998 · 2 yrs 8 mos

H.D. Vest Investment Securities, INC.Broker

June 1987 - June 1995 · 8 yrs

State Registrations19 states

CACOCTDCFLGAMAMTNCNHNJNYOKORPARITXVAWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.