Jonathan Mark Halvorson

Current Employers

Employment History

• 11/2014 → 06/2024
  Securities America Inc
  Minneapolis, MN
• 11/2014 → 06/2024
  Securities America Advisors
  Minneapolis, MN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Minneapolis, MN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Minneapolis, MN

Previous Registrations

• 2014-11-26 → 2024-06-14
  Securities America Advisors, Inc.
  Maple Grove, MN
  Minneapolis, MN
• 2014-01-09 → 2014-12-01
  Osaic Services, Inc.
  Long Prairie, MN
  Long Prairie, MN
  Scottsdale, AZ
  Waite Park, MN
• 2011-03-08 → 2011-10-25
  Raymond James Financial Services Advisors, Inc
  Fergus Falls, MN

Other Businesses

1. DBA - Diversified Wealth Management 2. INSURANCE SALES POSITION: producer NATURE: insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 10/24/2022 ADDRESS: 5353 Wayzata Blvd #402, Saint Louis Park MN 55369, United States DESCRIPTION: provide annuities and life ins to prospects and clients as needed 3. JMARK FINANCIAL LLC POSITION: President NATURE: LLC created entity to receive advisory comp. This LLC rents out an office to a real estate landlord Marshall B Lenow, owner MLB Investments Co LLC and Mar-Jil Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 01/01/2021 ADDRESS: 5353 Wayzata Blvd #402, Saint Louis Park MN 55369, United States DESCRIPTION: created entity to receive advisory comp and rent

Exams

• S66 Uniform Combined State Law Examination
  2009-06-13
• S63 Uniform Securities Agent State Law Examination
  2005-03-25

Designations

Other Names

• Jon Halvorson