Kurt Daniel Jonson
Investment adviser representative at Osaic Advisory Services, LLC
33 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$15.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
33 years in the industry.
- Osaic Advisory Services, LLCMay 2025 to now
- Osaic Wealth, Inc.Oct 2020 to now
- Pacific Capital Resource Group, Inc.Feb 1998 to now
- Hornor, Townsend & Kent, Inc.Oct 1993 to Oct 2020
- Penn Mutual Life Insurance CompanyOct 1993 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (WA).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2420815
- Firm CRD
- 171070