Jarrod Lee Jansen

Current Employers

Employment History

• 04/2022 → 06/2024
  Securities America, Inc.
  Wichita, KS
• 03/2021 → 04/2022
  Heritage Private Wealth Management, Llc
  Wichita, KS
• 09/2018 → 04/2022
  Ranson Financial Group, Llc
  Wichita, KS
• 08/2017 → 05/2019
  Wichita State University
  Wichita, KS
• 05/2018 → 09/2018
  Employers Mutual Casualty Company
  Wichita, KS
• 12/2016 → 05/2018
  Catholic Family Federal Credit Union
  Wichita, KS
• 01/2017 → 05/2017
  Hutchinson Community College
  Hutchinson, KS
• 08/2016 → 01/2017
  Independence Community College
  Independence, KS
• 06/2024 → Present
  Osaic Wealth, Inc.
  Wichita, KS
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2022-08-22 → 2024-11-08
  Arbor Point Advisors
  Wichita, KS

Other Businesses

1. HERITAGE PRIVATE WEALTH MANAGEMENT, LLC POSITION: Financial Paraplanner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2021 ADDRESS: 10011 W 21st St #109, Wichita KS 67205, United States DESCRIPTION: Draft financial plans, Perform asset allocation analysis, Create customer analyses of financial decisions, Prepare materials for client meetings, Perform research on investments, Answer routine client questions and service requests, Assist with client onboarding and paperwork, Gather and maintain client data, Data entry. 2. NOTARY POSITION: Notary NATURE: Not compensated INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/07/2016 ADDRESS: 10011 W 21st St #109, Wichita KS 67205, United States DESCRIPTION: Notarize documents at no charge.

Exams

• S66 Uniform Combined State Law Examination
  2022-08-19

Designations