Jonpaul Wesley Ursick
Investment adviser representative at Scsc Advisors, LLC
10 yearsExperience
3 statesRegistered in
$158MFirm assets
Under 1 yearFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Scsc Advisors, LLCAug 2026 to now
- LPL FinancialJul 2025 to Aug 2026
- DeloitteMay 2018 to Jun 2025
- Self-employedMay 2016 to May 2018
- UshwMar 2016 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 3 states (CA, CO, TX).
Scsc Advisors, LLC
$158MAssets managed
131Clients
2Advisers
Under 1 yearIn 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
- 8125040
- Firm CRD
- 343551