Stifel, Nicolaus & Company
47yrs
Top advisor by experience in Florida
24yrs
Based in Sarasota, Florida, Johnathan Hendrix is a fiduciary financial advisor with 24 years of industry experience. Johnathan has been with Osaic Wealth since 2023; before that, Johnathan spent three years at Osaic 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 949 advisors with offices in Sarasota, and one of 871 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 70% of advisors in Florida
Office5308 Paylor Lane, Sarasota, FL 34240
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
- 2023 – nowOsaic Wealth, Inc.Current firm
- 2020 – 2023Osaic Services, Inc.Previously
Contact Johnathan
5308 Paylor LaneSarasota, FL 34240Office · Get directions Firm main line(800) 821-5100Headquarters: Osaic Wealth · Scottsdale, AZ
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Questions to ask Johnathan
Tailored to Johnathan’s registration and firm.
- 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
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About Johnathan
How do I contact Johnathan?
Call Osaic Wealth at (800) 821-5100 and ask for Johnathan Hendrix. Johnathan works from the Sarasota, FL office.
How long has Johnathan been a financial advisor?
Johnathan has been in the industry since 2002, about 24 years. More experience than 70% of advisors in Florida.
What licenses does Johnathan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Johnathan a fiduciary?
Johnathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Johnathan paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Johnathan 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.
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