Jonathan Bruce Kvasnik

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2003 → Present
  Cherokee State Bank
  St. Paul, MN
• 07/2015 → 06/2024
  Securities America Inc
  St Paul, MN
• 07/2015 → 06/2024
  Securities America Advisors
  St Paul, MN
• 06/2024 → Present
  Osaic Wealth, Inc.
  St Paul, MN

Previous Registrations

• 2015-07-07 → 2024-06-14
  Securities America Advisors, Inc.
  St Paul, MN
• 2014-01-31 → 2015-07-23
  Fintegra, Llc
  St. Paul, MN
  St. Paul, MN
  North Oaks, MN
  Savage, MN
  St. Paul, MN
  St. Paul, MN

Other Businesses

1. SECURITIES AMERICA ADVISORS INVESTMENT ADVISORY - IAR - INVESTMENT RELATED- START DATE: 7/2015 - ADDRESS 607 SOUTH SMITH AVE, ST PAUL MN 55107 2. CHEROKEE INVESTMENT SERVICES - DBA 3. BANKCHEROKEE POSITION: dual employee NATURE: dual employer INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/1996 ADDRESS: 607 South Smith Ave, St. Paul MN 55107, United States DESCRIPTION: dual employee of Bankcherokee. I do work in capacity of providing banking services from this bank 4. ABSOLUTE FINANCIAL POSITION: owner NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2003 ADDRESS: 1670 Beechwood Ave, St. Paul MN 55116, DESCRIPTION: own and manage rental property 5. NOT SO KOSHER POSITION: currently as guest host and spouse of owner NATURE: Pod Casting show and Podcasting network INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2016 ADDRESS: 1670 Beechwood Ave, St. Paul MN 55116 DESCRIPTION: Currently owned and operated by my spouse. I will be doing non investment related comedy entertainment and interviews of show guests. I also may do live comedy appearances for the show. I will be an officer of the business. I will not be doing any investment related activity related to this OBA. I currently receive no compensation for my activity 6. HONEY MONEY POSITION: Owner/Operator NATURE: Beekeeping and sales of honey INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2016 ADDRESS: 1670 Beechwood Ave, St. Paul MN 55116 DESCRIPTION: provide beekeeping services and sale of honey from the bee hives 7. FINRA ARBITRATOR POSITION: FINRA Arbitrator NATURE: FINRA Arbitrator INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/18/2020 ADDRESS: 607 South Smith Ave, Saint Paul MN 55107 DESCRIPTION: As requested act as a FINRA arbitrator.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-09-24
• S63 Uniform Securities Agent State Law Examination
  1992-02-06

Designations

• Chartered Financial Consultant

Other Names

• Jon Kvasnik