Jordan David Urshan

Current Employers

Employment History

• 10/2010 → 06/2024
  Securities America Advisors
  Hermantown, MN
• 10/2010 → 06/2024
  Securities America Inc
  La Vista, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Hermantown, MN

Previous Registrations

• 2013-11-13 → 2024-06-14
  Securities America Advisors, Inc.
  Hermantown, MN

Other Businesses

1. INSURANCE POSITION: Agent NATURE: URSHAN RETIREMENT GROUP, INC. - FIXED INSURANCE SALES - AGENT - Investment Related - Start Date: 7/2010 - Located at 5033 MILLER TRUNK HWY, HERMANTOWN MN 55811 - TIME SPENT: 5% INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 07/01/2010 ADDRESS: 5033 Miller Trunk Hwy, Hermantown MN 55811, United States DESCRIPTION: Term Life insurance or fixed annuity may be offered if appropriate for client. 2. URSHAN RETIREMENT GROUP POSITION: Notary Public NATURE: Notary Public INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/06/2013 ADDRESS: 5033 Miller Trunk Hwy, Hermantown MN 55811, United States DESCRIPTION: Notary Public. Stamp is kept at the office to notarize forms as needed. 3. URSHAN RETIREMENT GROUP S CORP. POSITION: Owner NATURE: I am the owner of Urshan Retirement Group which is an S Corp. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 5033 Miller Trunk Hwy, Hermantown MN 55811, United States DESCRIPTION: I am the owner of Urshan Retirement Group which is an S Corp.

Exams

• S66 Uniform Combined State Law Examination
  2013-11-12
• S63 Uniform Securities Agent State Law Examination
  2010-09-27

Designations