Jonathan J Hoskins
CFP®Professional Summary
Jonathan J Hoskins, CFP®, who also goes by Jonathan Judah Hoskins, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Riverview, Florida and FIDELITY BROKERAGE SERVICES LLC located in Tampa, Florida. Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Jonathan has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Comprehensive Financial Planning
- Investment Planning
- Tax Planning
- Estate Planning
- Retirement Planning
- Employee and Employer Plan Benefits
- Insurance Planning
Biography
I have over 10 years of financial services experience, and partner with clients to help them develop personalized plans to reach for their definition of financial success. My approach to wealth planning entails developing an in-depth understanding of your goals, needs, and priorities to help you implement a customized Wealth Management Strategy. With me you get access to the powerful resources of Fidelity, including industry leading technology, and our cost efficient investment platform.
Other Aliases
Jonathan Judah Hoskins
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OSAIC WEALTH, INC.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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OSAIC WEALTH, INC.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
19 years in the financial services industry
Current & Past Employments
Education
University of North Florida
Finance, Master of Business Administration (MBA)
Finance, Master of Business Administration (MBA)
2014
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Current Firm
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
Contact Information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698Phone Number
(617) 563-7000# of Employees
17,112SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,973,512AUM (Assets Under Management)
$1,370,125,325,211Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
State Registrations and Notice Filings
(1/7/2019)
(1/7/2026)
(9/20/2017)
(9/19/2017)
(1/9/2017)
(1/4/2025)
(11/9/2007)
(3/31/2025)
(11/20/2007)
(3/13/2019)
(1/7/2026)
(1/7/2026)
(4/9/2026)
(6/6/2024)
(1/13/2021)
(9/30/2019)
(1/7/2026)
(8/10/2020)
(11/20/2007)
(1/7/2019)
(3/2/2024)
(1/9/2017)
(1/11/2017)
(7/19/2024)
(11/20/2007)
(3/31/2025)
(1/7/2026)
(11/16/2020)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Jonathan J Hoskins's CRS (Customer Relationship Summary).
Services Offered by Jonathan
- Comprehensive Financial Planning
- Investment Planning
- Tax Planning
- Estate Planning
- Retirement Planning
- Employee and Employer Plan Benefits
- Insurance Planning
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OSAIC WEALTH, INC.
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