Jason Anthony Kuerschner
Investment adviser representative at Focus Financial
10 yearsExperience
1 stateRegistered in
$6.8BFirm assets
16 yearsFirm in business
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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 feeOther
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
10 years in the industry.
- Focus FinancialSep 2025 to now
- Focus Financial Network Inc.Sep 2025 to now
- Osaic Wealth Inc.Sep 2025 to now
- UnemployedJul 2025 to Sep 2025
- Edward JonesApr 2018 to Jul 2025
- UnemployedMar 2018 to Apr 2018
- First Community BankMar 2016 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MN).
Focus Financial
Legal name: Focus Financial Network, Inc.
$6.8BAssets managed
13,684Clients
121Advisers
16 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
- 6947858
- Firm CRD
- 116140