Jarrod Mckee
Advisor at OSAIC
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.
Firm
OSAIC
Location
Wabash, IN 46992-0259
Credentials
Series 63, Series 65
Industry experience
15 years
About
Jarrod Mckee is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Signator Investors, Inc. and Snow Companies. Outside of his advisory role, he serves on the Vertex Pharmaceuticals Caregiver Advisory Board and coaches youth basketball. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by a large network of financial advisers and employs a technology-driven investment process that includes asset allocation, portfolio optimization, and access to multiple custodial platforms.
Client services
Based on OSAIC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Fee options
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.
$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
Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.
$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.
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
1205 N. Cass Street
Wabash, IN 46992-0259
Most active in
Jarrod M has reported serving >5 clients in these states in the last 12 months.
Indiana · Texas
Work history
OSAIC
2018 - Present (8 years)
Signator Investors, Inc.
2016 - 2018 (2 years)
Snow Companies
2015 - 2016 (1 year)
Vertex Pharmaceuticals Caregiver Advisory
2014 - Present (12 years)
Investment Center At Crossroads Bank
2010 - Present (16 years)
Transamerica Financial Advisors, Inc
2010 - 2016 (6 years)
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.
-
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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Tyler O
Series 66
Wabash, IN
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James W
Series 63, Series 65
Wabash, IN
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Tyra W
Series 63, Series 66
Peru, IN
Edward Jones
Troy B
Series 66
Wabash, IN
Edward Jones
Ryan S
Series 63, Series 66
Peru, IN
Edward Jones
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