Jarrod Lee Jansen
Investment adviser representative at Osaic Advisory Services, LLC
10 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
10 years in the industry.
- Osaic Advisory Services, LLCNov 2024 to now
- Osaic Wealth, Inc.Jun 2024 to now
- Securities America, Inc.Apr 2022 to Jun 2024
- Heritage Private Wealth Management, LLCMar 2021 to Apr 2022
- Ranson Financial Group, LLCSep 2018 to Apr 2022
- Employers Mutual Casualty CompanyMay 2018 to Sep 2018
- Wichita State UniversityAug 2017 to May 2019
- Hutchinson Community CollegeJan 2017 to May 2017
- Catholic Family Federal Credit UnionDec 2016 to May 2018
- Independence Community CollegeAug 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 7414301
- Firm CRD
- 171070