Merrill
39yrs
Top advisor by experience in McKinney
30yrs
Based in McKinney, Texas, Jonathan Pace is a fiduciary financial advisor with 30 years of industry experience. Jonathan joined Osaic Wealth in 2024, after seven years at Woodbury Financial Services. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 253 advisors with offices in McKinney, and one of 228 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 11% by experience in McKinney
Office3721 S. Stonebridge Drive Suite 802, McKinney, TX 75070
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2017 – 2024Woodbury Financial Services, Inc.Previously
Contact Jonathan
3721 S. Stonebridge Drive Suite 802McKinney, TX 75070Office · Get directions Firm main line(800) 821-5100Headquarters: Osaic Wealth · Scottsdale, AZ
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jonathan
How do I contact Jonathan?
Call Osaic Wealth at (800) 821-5100 and ask for Jonathan Pace. Jonathan works from the McKinney, TX office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 1996, about 30 years. Top 11% by experience in McKinney.
What licenses does Jonathan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
LPL Financial
38yrs
Top 1% by experience in McKinney
Merrill
38yrs
Top 1% by experience in McKinney
LPL Financial
37yrs
Top 2% by experience in McKinney
Merrill
37yrs
Top 2% by experience in McKinney
Merrill
36yrs
Top 2% by experience in McKinney