Aaron Jensen is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Atlanta, GA, with 18 years of industry experience. Aaron 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
2300 Windy Ridge Parkway, Suite 750, Atlanta, GA, 30339
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Aaron is a passive partner in several LLCs, including A2 Enterprises LLC (rental duplex), JBSK Group LLC (investment in Frita Batidos restaurant), J2B1K LLC, JSK Regents (Regents Field sports bar/restaurant), and INCAP LLC. These activities require minimal time commitment.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Parkland Securities, LLCBroker
Spc
Sigma Financial CorporationBroker
State Registrations19 states
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