Jonathan David Rase

Current Employers

Employment History

• 06/2019 → Present
  Jonathan Rase
  Lexington, KY
• 08/2016 → 06/2019
  Transylvania University
  Lexington, KY
• 06/2018 → 08/2018
  Klausing Group
  Lexington, KY
• 07/2017 → Present
  Georgetown Futbol Club
  Georgetown, KY
• 08/2015 → 06/2019
  Transylvania University
  Lexington, KY
• 01/2025 → Present
  Osaic Wealth, Inc.
  Lexington, KY

Previous Registrations

• 2020-03-02 → 2025-01-24
  Osaic Fs, Inc.
  Lexington, KY

Other Businesses

1) KENTUCKY OLYMPIC DEVELOPMENT PROGRAM TAYLOR MILL KY CATEGORY: COACH/INSTRUCTOR INVESTMENT RELATED: NO TITLE: COACH DUTIES: COACH YOUTH SOCCER START DATE: 11/2019 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 0 2) THOROUGHBRED FINANCIAL, 3217 SUMMIT SQUARE PLACE, STE 200, LEXINGTON KY CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 02/2023 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 3) JONSTEN ENTERPRISES, LLC, 3217 SUMMIT SQUARE PLACE, STE 200, LEXINGTON KY CATEGORY: LEGAL ENTITY/LLC INVESTMENT RELATED: YES TITLE: OWNER DUTIES: ENTITY CREATED TO PAY BUSINESS EXPENSES 2 START DATE: 08/2024 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0 UPDATE FORM BR: NO WEBSITE: N/A 4) JONATHAN RASE - INSURANCE OBA POSITION: Agent NATURE: selling life insurance and disability insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 06/01/2019 ADDRESS: 3217 Summit Square Place, Suite 200, Lexington KY 40509, United States DESCRIPTION: sell life insurance including annuities, term, and universal life. Also selling disability insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-13
• S63 Uniform Securities Agent State Law Examination
  2019-10-04

Designations