Kyle Christopher Jensen

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-01-24
MA	RA	APPROVED	2025-01-24
TX	RA	APPROVED_RES	2025-01-24

FL RA
APPROVED

Since 2025-01-24
MA RA
APPROVED

Since 2025-01-24
TX RA
APPROVED_RES

Since 2025-01-24

Branch Locations

Deltona, FL • United States

20 Fox Road, Waltham, MA 02451 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lincoln Financial Advisors	Waltham	MA	08/2018	07/2021
Smart Diabetes Solutions	San Diego	MA	05/2015	08/2018
Corrado Industrial	San Diego	CA	01/2016	02/2017
Lincoln Financial Advisors	Winter Springs	FL	07/2021	01/2025
Osaic Wealth, Inc.	Deltona	FL	01/2025	Present

08/2018 → 07/2021

Lincoln Financial Advisors

Waltham, MA
05/2015 → 08/2018

Smart Diabetes Solutions

San Diego, MA
01/2016 → 02/2017

Corrado Industrial

San Diego, CA
07/2021 → 01/2025

Lincoln Financial Advisors

Winter Springs, FL
01/2025 → Present

Osaic Wealth, Inc.

Deltona, FL

Previous Registrations

2022-05-20 → 2025-01-24

Osaic Fa, Inc.

Hartford, CT

Waltham, MA

Waltham, MA

Deltona, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-04-22

S66 Uniform Combined State Law Examination

2022-04-22

Other Names

Kyle C Jensen

View on SEC IAPD