Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Jonson is a financial advisor with over 28 years of experience in the industry. Kurt has a strong track record of providing personalized financial advice to individuals, families, and businesses. Kurt holds several industry designations, including Certified Financial Planner and Chartered Financial Consultant, and is registered to provide investment advice in 46 states. Kurt currently works with Osaic Wealth, Inc., a firm that offers a wide range of financial services, including financial planning, portfolio management, and retirement planning. Prior to joining Osaic Wealth, Kurt was a financial advisor with Hornor, Townsend & Kent, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WA
03/04/2024 - Present
Osaic Wealth, Inc. (BELLEVUE WA)
WA
11/17/1993 - 11/02/2020
HORNOR, TOWNSEND & KENT, LLC (BELLEVUE WA)
IA
Issued 11/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2021
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/20/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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