Jason Michael Pott

Osaic Wealth, INC.

16 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

101 South 108th Avenue, Omaha, NE, 68154

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History

Regulatory History (1)

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Criminal

January 2006

Final Disposition

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Other Business ActivitiesSells Insurance

Jason is the owner of Wealth Plan Partners, an insurance brokerage selling life, auto, home, and commercial insurance. He also owns a second home that is occasionally rented out as an Airbnb, requiring minimal time.

Employment History

Current Registrations

Osaic Wealth, INC.Broker

June 2024 - Present · 1 yr 8 mos

Wealthplan Partners

January 2020 - Present · 6 yrs 1 mo

Previous Registrations

Wealthplan Partners

January 2018 - July 2020 · 2 yrs 6 mos

Securities America, INC.Broker

December 2017 - June 2024 · 6 yrs 6 mos

National Planning CorporationBroker

August 2017 - November 2017 · 3 mos

Country Capital Management CompanyBroker

November 2008 - May 2017 · 8 yrs 6 mos

State Registrations2 states

COID

AdvisorBrokerBoth

Exams

No exam information available for this advisor.