Integrity Alliance
45yrs
Top advisor by experience in Warner Robins
13yrs
Jonathan Eisner has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Warner Robins, Georgia. Jonathan has been with Osaic Wealth since 2023; before that, Jonathan spent eight years at Northwestern Mutual Investment Services. Jonathan’s designations include CFP® and ChFC.
One of 26 advisors with offices in Warner Robins, and one of 24 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?More experience than 50% of advisors in Warner Robins
Office2517 Moody Road Suite 100, Warner Robins, GA 31088
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.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowOsaic Wealth, Inc.Current firm
- 2015 – 2023Northwestern Mutual Investment Services, LLCPreviously
Contact Jonathan
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Jonathan. 2517 Moody Road Suite 100Warner Robins, GA 31088Office · Get directions
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Questions to ask Jonathan
Tailored to Jonathan’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 Jonathan
How do I contact Jonathan?
Call Osaic Wealth at (800) 821-5100 and ask for Jonathan Eisner. Jonathan works from the Warner Robins, GA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2014, about 13 years. More experience than 50% of advisors in Warner Robins.
What licenses does Jonathan hold?
Series 63, Series 65. 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.
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