Advisor at OSAIC Institutions, INC.
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 Institutions, INC.
Location
Kilmarnock, VA 22482
Credentials
Series 66
Industry experience
3 years
Fixed or flat fees for financial planning and consulting services up to $20,000; ERISA plan fixed fees up to $100,000
$0+: Negotiable up to 2.50% maximum annually for customized advisory services $0+: Up to 1.25% for ERISA plan services (negotiable) $0+: Up to 1.25% for retirement plan services (negotiable)
Commissions earned on securities and insurance products sold; trail fees may offset advisory fees on annuities; structuring fees up to 0.65% on structured products
Financial planning and consulting hourly fees generally range from $50 to $750 per hour; ERISA plan hourly fees up to $300 per hour
Fee-only: Financial planning hourly fees range from $50 to $750 per hour; fixed fees up to $20,000 depending on complexity; ERISA plan hourly fees up to $300 per hour; fixed fees up to $100,000 for ERISA plans
OSAIC Institutions, Inc.
2022 - Present (4 years)
Chesapeake Wealth Management
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Urbanna, VA
Merrill
Jason Rowe is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been employed since 1996. He holds a Bachelor of Science degree in Business Management from Christopher Newport University and serves as a Senior Portfolio Manager. In this role, Jason manages customized discretionary investment portfolios, utilizing his own Personalized or Defined Strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Jason specializes in creating investment strategies focused on tax minimization, long-term growth, asset preservation, and wealth transfer. His client focus areas include family wealth management strategies, legacy planning, and personal retirement planning. He works to align portfolios with clients' financial objectives through tailored design and implementation. Additionally, Jason holds the Professional Investment Advisor (PIA) designation. Outside of his professional responsibilities, Jason has served on the boards of the Middlesex Family YMCA and the Cedar Point Property Owners Association. His personal interests include baseball, basketball, boating, cooking, genealogy, horseback riding, photography, softball, and traveling.
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CFP®, Series 66
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