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Jeremiah Daniel Corbin

Advisor at OSAIC — Houston, TX Egret Bay Boulevard

Updated today

Credentials

Series 63, Series 65

Experience

25 years

Location

Houston, TX 77058

OSAIC logo

OSAIC

Institution

Total advisors

7,847

Across 3,554 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Jeremiah Corbin is a financial advisor with Osaic, holding Series 63 and Series 65 designations and 25 years of industry experience. His prior roles include positions at Texas Wealth Management, FSC Securities Corp., Charles Schwab, and Morgan Stanley. Corbin is based in Houston, TX. Osaic Wealth serves a diverse client base, including retail investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of investment strategies and third-party manager options.

Client services

Based on OSAIC

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

Expertise

Based on OSAIC

Annuities Private / alternative investments

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range from $500 to $25,000, can exceed for high net worth clients.

Percentage

$0+: Up to 3% annually for Plan Participant Retirement Program $0 - Program minimum varies by investment product and manager: Advisory fees negotiable; examples include up to 1.50% annually on certain program annuities $0+: Advisory Representatives negotiate fees individually, ranging up to several percentage points depending on service and client

Commissions

Advisory Representatives receive commissions on securities and insurance product sales made through the affiliated broker-dealer.

Project-based

Hourly rates for financial planning and consulting services generally range from $50 to $750 per hour.

Other

Account minimum: $5,500 Minimum fee: No specific minimum fee amount disclosed; fees are negotiable and negotiated individually by Advisory Representatives. Fee-only: Financial planning and consulting services offered on hourly basis ($0 - $750/hour) or fixed fee basis (up to $25,000 or more for complex cases).

Location

See office

Houston, TX Egret Bay Boulevard

18333 Egret Bay Boulevard, Suite 600

Houston TX 77058

Advisors at this office

5

Most active in

Texas

Work history

25 years of industry experience

OSAIC

2023 - Present • 3 years

Houston, TX

Texas Wealth Management, LLC

2017 - Present • 9 years

Houston, TX

FSC Securities Corp.

2010 - 2023 • 13 years

Houston, TX

Charles Schwab

2008 - 2010 • 2 years

TX

Morgan Stanley & Co. LLC

2007 - 2008 • 1 year

Houston, TX

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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Debra H

ChFC®, Series 63

Pearland, TX

DPH Financial

Debra Hartsfield is the sole advisor at DPH Financial, an independent firm based in Pearland, TX. She holds the ChFC® and Series 63 designations and has 21 years of industry experience. She has been affiliated with DPH Financial LLC since 1998. DPH Financial serves individuals, professionals, small business owners, and charitable organizations, focusing on retirement-oriented financial planning and investment advisory services. The firm emphasizes passive investment management with attention to cost, asset allocation, and client goals, typically utilizing mutual funds, index funds, ETFs, and individual bonds.

General retirement planning Retirement income strategy Medicare planning Social Security optimization Retirement withdrawal strategies Self-Employed Founder/Business Owner Retired Mid-Career Professionals Approaching retirement Established Professionals
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Heriberto C

Series 65

Pearland, TX

Eightone Capital LLC

Heriberto Chinea is a financial advisor at EightOne Capital LLC with four years of industry experience. He holds a Series 65 designation and also serves as CEO of iACT Holdings LLC, a company that invests in commercial and residential real estate. EightOne Capital LLC provides investment advisory and financial planning services to individuals, families, high-net-worth clients, corporations, and charitable organizations. The firm primarily employs passive, ETF-based model portfolios through the Charles Schwab Institutional Intelligent Portfolios platform, offering both discretionary and non-discretionary management along with business and financial consulting services.

Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning
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Spencer S

Series 66, Series 65

League City, TX

US Growth Partners, LLC

Spencer Smith is a financial advisor at US Growth Partners, LLC with nine years of industry experience. He holds Series 66 and Series 65 licenses and has worked with several firms, including Tremont Street Advisors, LLC and Respire Wealth Management, LLC. Outside of advising, he serves as a business consultant to Northstar Industries in Houston, focusing on product development and growth strategies. US Growth Partners, LLC serves individual, fiduciary, pooled, and institutional clients with both discretionary and non-discretionary investment management and financial planning. The firm employs multiple analysis methods to tailor portfolios to client objectives and manages a substantial portion of assets on a non-discretionary basis, a practice uncommon in its category.

Wealth management
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Angela J

CFP®, Series 63

Friendswood, TX

Worthen Financial Advisors

Angela Johnson is a CFP® professional with 21 years of experience in the financial services industry. She has worked at Worthen Financial Advisors, Inc. since 2021 and previously spent 16 years with Farmers Financial Solutions and Farmers Insurance Group. Outside of her advisory role, she serves as president of Eva Marie Enterprises, LP, a commercial real estate company, and leads EB Worthen Group, Inc., a management company for insurance-affiliated agencies and office buildings. Worthen Financial Advisors serves individuals, trusts, small businesses, and participant-directed retirement plans with investment management and financial planning services. The firm emphasizes passive, evidence-based asset-class allocations implemented primarily with low-cost mutual funds, ETFs, and third-party model portfolios, offering both discretionary and non-discretionary portfolio management.

Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Johnny S

Series 65

Texas City, TX

Salinas Asset Management, LLC

Johnny Salinas Jr. is a financial advisor at Salinas Asset Management, LLC in Texas City, TX, with two years of industry experience. He holds a Series 65 designation and has worked previously at Equitable Advisors, LLC and the Texas State Securities Board. Outside of advisory services, he operates Financial Adviser Exam Tutors, LLC, where he provides tutoring during non-trading hours. Salinas Asset Management, LLC is an independent investment adviser serving individual and high-net-worth clients with a small portfolio base. The firm employs a diversified investment process that includes technical, fundamental, quantitative, and qualitative analysis, offering multiple model objectives and access to a range of higher-risk instruments and strategies.

Options & derivatives strategies Real estate investing Active portfolio management
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Jesus M

CFP®, Series 63, Series 65

Pearland, TX

EZ Financial Group Inc.

Jesus Marquez is a CFP® with 10 years of industry experience and is the sole advisor at EZ Financial Group Inc. in Pearland, TX. He has been with EZ Financial Group since 2015 and also maintains a separate tax practice as an Enrolled Agent preparing and filing returns for individuals and businesses. EZ Financial Group provides ongoing asset management and modular financial planning for individuals, trusts, estates, corporate retirement plans, and small businesses. The firm typically manages both discretionary and non-discretionary accounts using a passive portfolio construction approach with index mutual funds and ETFs, complemented by fundamental, technical, cyclical, and charting analyses.

General retirement planning Income planning General tax planning Cash flow / budgeting
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