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
Series 66
Experience Industry experience
15 years
Location
Manteo, NC 27954
OSAIC Institutions, INC.
Enterprise
Jason Sherwood is a financial advisor at OSAIC Institutions, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at Southern Bank and Trust, Infinex Investments, Inc., and Edward Jones. He is also involved as an insurance producer with Virginia Insurance Agency Solutions Inc. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients, offering customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions. The firm operates through a hybrid adviser/broker-dealer model with a focus on a combination of discretionary and non-discretionary accounts.
Based on OSAIC Institutions, INC.
Fixed or flat fees for financial planning and consulting services up to $25,000 or more for high net worth individuals.
$0+: Up to 2.50%, negotiable (maximum advisory fee) for customized advisory services $0+: Up to 1.25% for ERISA plan services, negotiable $10,000+: Minimum for AMP wrap fee program $5,500+: Minimum for UMA wrap fee program
Commissions earned by IARs when selling securities or insurance products as broker-dealer representatives; may receive trail fees and other compensation.
Hourly fees generally range from $50 to $750 per hour for financial planning and consulting services.
Minimum fee: Fixed or flat fees for financial planning and consulting services generally range up to $25,000, can exceed for high net worth individuals; hourly fees generally range from $50 - $750 per hour, not exceeding $25,000 annually. Fee-only: Financial planning and consulting services offered for fixed fees or hourly charges; no commissions charged for these advisory services.
Manteo, NC
318 N. Hwy 64/264
Manteo NC 27954
Advisors at this office
1
North Carolina
15 years of industry experience
Southern Bank and Trust
2020 - Present • 6 years
Kill Devil Hills, NC
Infinex investments, Inc.
2014 - Present • 12 years
Meriden, CT
Edward Jones
2011 - 2014 • 3 years
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Kill Devil Hills, NC
Interactive Financial Advisors
Olga Kramarenko is a financial advisor at Interactive Financial Advisors with eight years of industry experience. She holds a Series 65 designation and has worked previously at Legacy Planning Group and Branshaw Financial. Outside of her advisory role, she is also an insurance agent specializing in life and health insurance. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models and third-party sub-advisors, utilizing Modern Portfolio Theory and the TIFIN Wealth Risk tool to tailor investment strategies across a range of risk profiles.
CFP®, Series 66
Manteo, NC
First Heartland Consultants, Inc.
Mack Courter is a CFP® professional with 17 years of experience in the financial services industry. He has worked at Courter Financial, LLC for 15 years and spent two years at Ameriprise. Courter is licensed to sell fixed life insurance and annuities in North Carolina and Pennsylvania. First Heartland Consultants, Inc. provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party management services, and model-based brokerage programs, delivering discretionary portfolio management through independent advisers using a combination of fundamental, technical, and cyclical analysis.
ChFC®, Series 63, Series 65
Kill Devil Hills, NC
OSAIC Institutions, INC.
John Dennis is a financial advisor with OSAIC Institutions, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 40 years of industry experience. His prior roles include positions at Infinex Investments, Truist Investment Services, RBC Capital Markets, and JBS Liberty Securities. He is also involved in a financial advisor referral program with Southern Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning through a network of investment adviser representatives, combining advisory and broker-dealer functions with access to alternative investments and lending solutions.
Series 63, Series 65
Nags Head, NC
Stratos Wealth Partners, Ltd
Joseph Campbell is a financial advisor at Stratos Wealth Partners, Ltd with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stratos Wealth Partners since 2016, following six years at Davis Wealth Management. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients through independent adviser representatives, offering customizable portfolio management and financial planning services using an open-architecture model that integrates multiple third-party platforms and managers.
Series 66
Kill Devil Hills, NC
Lincoln Investment
John Reichler is a financial advisor with Lincoln Investment, holding a Series 66 designation and four years of industry experience. His prior work includes roles at First Command Insurance Services, First Command Advisory Services, and First Command Brokerage Services. Reichler served in the US Army for seven years before entering the financial advisory field. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a wide range of clients, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and maintains a long history of serving educators and participants in 403(b) and 457(b) programs.
Series 66
Nags Head, NC
Edward Jones
Kelli Harmon is a Series 66-licensed financial advisor with Edward Jones in Nags Head, NC, and has 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.
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