Jason Kurrass

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2024-11-18

PA RA
APPROVED

Since 2024-11-18

Branch Locations

1436 Penn Avenue Suite B, Wyomissing, PA 19610 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

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

Employment History

Organization	City	State	From	To
Osaic Wealth, Inc	Wyomissing	PA	11/2024	Present
Fors Marsh	Arlington	VA	11/2019	11/2024
Retail Industry Leaders Association	Washington	DC	01/2018	11/2019
Centric Business Systems	Mclean	VA	06/2017	11/2017
Brooks Adams Research	Richmond	VA	09/2016	04/2017
University Of Richmond	Richmond	VA	09/2013	04/2017

11/2024 → Present

Osaic Wealth, Inc

Wyomissing, PA
11/2019 → 11/2024

Fors Marsh

Arlington, VA
01/2018 → 11/2019

Retail Industry Leaders Association

Washington, DC
06/2017 → 11/2017

Centric Business Systems

Mclean, VA
09/2016 → 04/2017

Brooks Adams Research

Richmond, VA
09/2013 → 04/2017

University Of Richmond

Richmond, VA

Other Businesses

1. IVALUE FINANCIAL PLANNING LLC POSITION: Tax preparer NATURE: Tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/03/2025 ADDRESS: 1436 Penn Ave, Suite B, Wyomissing PA 19610, United States DESCRIPTION: Tax preparation

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-11

S66 Uniform Combined State Law Examination

2024-10-11

View on SEC IAPD

Current Employers

Osaic Wealth, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

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