James Lee Blosser
Advisor at OSAIC — Ava, MO
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
ChFC®, Series 63
Experience Industry experience
40 years
Location
Ava, MO 65608
OSAIC
Institution
About
James Blosser is a financial advisor at Osaic Wealth, Inc. with 40 years of industry experience and holds the ChFC® and Series 63 designations. His prior experience includes positions at Securities America Advisors and National Planning Corporation. He is also the owner of Blosser Financial Services, where he provides financial advice on investments. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, profit-sharing, corporate, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across a variety of asset classes.
Client services
Based on OSAIC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Based on OSAIC
Annuities
Wealth management
Tax-loss harvesting
Private / alternative investments
Retirement plans for business owners (SEP, solo 401k)
Fee options
Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.
Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.
Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.
Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.
Location
See officeAva, MO
1002 NW 12th Ave
Ava MO 65608
Advisors at this office
1
Map unavailable
Most active in
James B has reported serving >5 clients in these states in the last 12 months.
Kansas · Missouri
Work history
40 years of industry experience
OSAIC
2024 - Present • 2 years
Lawrence, KS
OSAIC
2024 - Present • 2 years
Lawrence, KS
Securities America Advisors
2017 - 2024 • 7 years
Lawrence, KS
Securities America, inc.
2017 - 2024 • 7 years
Lawrence, KS
NATIONAL PLANNING CORPORATION
2016 - 2017 • 1 year
Lawrence, KS
JB&A Investments
1995 - Present • 31 years
Lawrence, KS
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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