Chris Lee Jalonen

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-09-01
HI	RA	APPROVED	2023-09-01

CA RA
APPROVED

Since 2023-09-01
HI RA
APPROVED

Since 2023-09-01

Branch Locations

San Diego, CA • United States

9820 Willow Creek Road Suite 243, San Diego, CA 92131 • 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
Sagepoint Financial, Inc.	Phoenix	AZ	01/2009	09/2023
Osaic Wealth, Inc.	San Diego	CA	09/2023	Present

01/2009 → 09/2023

Sagepoint Financial, Inc.

Phoenix, AZ
09/2023 → Present

Osaic Wealth, Inc.

San Diego, CA

Previous Registrations

2005-10-31 → 2023-09-01

Osaic Services, Inc.

Phoenix, AZ

San Diego, CA
1997-12-16 → 2005-10-31

Sentra Securities Corporation

San Diego, CA

Other Businesses

1. CHRIS JALONEN POSITION: Statutory Agent - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/06/1992 ADDRESS: 9820 Willow Creek Road, Suite 243, San Diego CA 92131, United States DESCRIPTION: I sell life insurance as needed to existing clients 2. SAGEPOINT FINANCIAL, INC.; INVESTMENT RELATED; 5405 MOREHOUSE DRIVE, SUITE 310, SAN DIEGO, CA 92121; INVESTMENT ADVISER REPRESENTATIVE; 1999; 20-40 HRS/MTH; 1-2 HRS DURING TRADING; PROVIDE INVESTMENT ADVISORY SERVICES AND FINANCIAL PLANNING.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-12-23
S63	Uniform Securities Agent State Law Examination	1992-11-09

S66 Uniform Combined State Law Examination

2002-12-23
S63 Uniform Securities Agent State Law Examination

1992-11-09

View on SEC IAPD