Merrill Lynch, Pierce, Fenner & Smith
47yrs
Top advisor by experience in Macon
13yrs
Jonathon E Dodd
Financial advisor at Osaic Wealth
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
Office500 Northside Crossing Suite A, Macon, GA 31210
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
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.
Uniform Combined State Law Examination
Career
- Mar 2026 – nowOsaic Wealth, Inc.Current firm
- 2016 – 2026Park Avenue Securities LLCPreviously
- Dec 2013 – Nov 2015Wells Fargo Clearing Services, LLCPreviously
Questions to ask Jonathon
Tailored to Jonathon’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 Jonathon
How do I contact Jonathon?
Call Osaic Wealth at 800-821-5100 and ask for Jonathon E Dodd. Jonathon works from the Macon, GA office.
How long has Jonathon been a financial advisor?
Jonathon has been in the industry since 2013, about 13 years. 13 years in the industry.
What licenses does Jonathon hold?
Series 66. Tap any license on this page to see what it allows.
Is Jonathon a fiduciary?
Jonathon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathon paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonathon for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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