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Jason Brown

Advisor at OSAIC

Updated today

Location

Flint, MI 48507

Credentials

Series 63, Series 65

Industry experience

18 years

About

Jason Brown is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Planning Advisory Corp since 2014. Outside of his advisory role, he provides administrative support through Financial & Tax Planning Inc and serves as an attorney-in-fact for a family member. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive wealth management programs and employs a systematic investment process that integrates asset allocation, portfolio optimization, and access to a wide range of investment products.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities

Occupation focus

Based on OSAIC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.

Percentage

$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program

Commissions

Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.

Project-based

$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.

Other

Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.

Location

G 4080 Miller Road

Flint, MI 48507

Most active in

Florida · Michigan · North Carolina · Texas

Work history

Financial Planning Advisory Corp

2014 - Present (12 years)

OSAIC

2007 - Present (19 years)

Financial & Tax Planning Inc

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ronald J

Series 63, Series 65

New Lothrup, MI

Faithful Steward Wealth Management, Inc.

Ronald Jaster is the principal of Faithful Steward Wealth Management, Inc., an independent firm based in New Lothrup, MI. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. In addition to his advisory role, he serves as the treasurer for Maple Grove Township in Saginaw, MI. Faithful Steward Wealth Management serves individual investors and charitable clients with portfolio management, retirement account oversight, and recommendations of third-party investment advisers. The firm offers multiple investment platforms, including actively managed equity and options strategies, mutual fund/ETF portfolios, and a faith-based mutual fund option, utilizing both fundamental and technical analysis.

Active portfolio management Options & derivatives strategies ESG / Sustainable investing Real estate investing Religious/faith focused

Jeremy W

CFP®

Davison, MI

J Wilson Wealth Management

Jeremy was raised in Davison, Michigan and graduated from Davison High School. He is the son of an African-American Air Force Veteran who served in Vietnam and Korea. His mother, a retired IT professional, is the daughter of an AC Spark Plug engineer who worked in Flint for over 30 years. After high school, Jeremy attended Central Michigan University where he earned his Bachelor of Science in Business Administration with a double major in Personal Financial Planning and Real Estate Development & Finance. He was also a 4-year varsity letter recipient in football as a wide receiver. Fire Up Chips! Jeremy has been working in the financial services industry since 2012 and has been a Certified Financial Planner™ (CFP®) certificate holder since 2015. The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by the CFP Board. CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests. Jeremy lives in Swartz Creek with his wife, Carol, an elementary school teacher at Dewitt Public Schools. They have been married since 2015 and have two children, Harrison and Scarlett, whom they welcomed in 2018 and 2021, respectively. Jeremy enjoys playing and watching sports, movies, and spending time with his family.

General tax planning Multi-state taxation General estate planning guidance Real Estate Professional Baby Boomers (Born 1946-1964)
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Joseph V

Series 66

Goodrich, MI

JDV Wealth Advisors, LLC

Joseph Venegas is the principal of JDV Wealth Advisors, LLC, an independent firm based in Goodrich, Michigan. He holds a Series 66 designation and has 17 years of industry experience. In addition to his advisory role, Venegas is involved in independent insurance sales, tax preparation services, and serves as a high school football and baseball coach. JDV Wealth Advisors provides personalized financial planning and portfolio management services to individual clients, emphasizing individualized asset allocation and Modern Portfolio Theory. The firm generally operates on a non-discretionary basis and often acts as a co-advisor when recommending third-party investment managers.

General retirement planning College savings (529s, UTMA, etc.) Concentrated stock management Real estate investing
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Kenneth S

Series 65

Grand Blanc, MI

Retirement Capital Services LLC

Kenneth Schrauben is a financial advisor at Retirement Capital Services LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Horter Investment Management and Research Money Management, LLC. Outside of advising, he owns and manages rental real estate through Equity Pro Shop LLC. Retirement Capital Services LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, using a written Investment Policy Statement to document goals and risk tolerance. The firm employs a range of investment techniques including discretionary management, options strategies, and allocations to alternative investments.

Options & derivatives strategies Private / alternative investments Real estate investing Annuities
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Jacob L

Series 65

Grand Blanc, MI

Wealth For you Financial, LLC

Jacob Loucks is a financial advisor with Wealth For You Financial, LLC, holding a Series 65 designation and entering his second year in the industry. His prior roles include positions at Foguth Financial Group and Barnett Financial and Tax, as well as diverse experience in construction and manufacturing sectors. Wealth For You Financial, LLC serves individual and high-net-worth clients by providing comprehensive financial planning, consulting, and discretionary portfolio management. The firm uses a model portfolio approach implemented through sub-advisers, combining client goal setting and risk tolerance assessments with a range of investment strategies.

General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Lance A

Series 65

Davison, MI

Reliance Asset Management LLC

Lance Arnold is a financial advisor with Reliance Asset Management LLC, holding a Series 65 credential. He is based in Davison, MI. Reliance Asset Management LLC provides co-advisory asset management services to individuals, high-net-worth clients, trusts, and estates by working with a third-party portfolio manager. The firm focuses on selecting and managing model portfolios using no-load mutual funds, ETFs, individual equities, and cash instruments, with periodic account reviews to align client goals and risk tolerances.

Wealth management
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