Jonathan Taporco is a CFA-designated registered investment advisor at Osaic Wealth, INC., based in Austin, TX, with 18 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
3600 N. Capital of Texas Hwy, Bldg B, Suite 200, Austin, TX, 78746
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan is a VP and Senior Investment Consultant at Alliant Retirement Consulting and Alliant Insurance Services, and an insurance agent selling life and disability insurance, dedicating full-time hours to each. He also works as a CFA exam grader/question writer, an external advisory member for RPAG, and an adjunct professor of finance at Austin Community College, dedicating minimal time to each.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Alliant Retirement Consulting
Previous Registrations
Cetera Wealth Services, LLCBroker
Cls Partners Retirement Services
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
MML Investors Services, LLCBroker
Metlife Securities INC.Broker
First Allied Securities, INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
AXA Advisors, LLC
AXA Advisors, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.