Jonathan Eric Dursteler

Current Employers

Soulence Wealth Management

220 S 2500 W, Pleasant Grove, UT 84062 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2026-08-04

UT RA
APPROVED

Since 2026-08-04

Branch Locations

North Logan, UT • 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
Adams Wealth Management, Llc	Logan	UT	07/2020	12/2023
Adams Wealth Management, Llc	Logan	UT	05/2018	07/2020
Utah State University	Logan	UT	08/2017	04/2018
Clearhome Communications	Logan	UT	11/2017	12/2018
Hawx Pest Control	Indianapolis	IN	05/2017	08/2017
The Kater Shop	Logan	UT	04/2015	05/2017
Kitces.cOm	Reston	VA	12/2023	Present
Lpl Financial Llc	Cottonwood Heights	UT	01/2025	06/2026
Betterment Cfo	Collinston	UT	08/2025	06/2026
Darmen Group	Salt Lake City	UT	06/2026	Present
Soulence Wealth Management Ii Llc	Salt Lake City	UT	06/2024	Present

07/2020 → 12/2023

Adams Wealth Management, Llc

Logan, UT
05/2018 → 07/2020

Adams Wealth Management, Llc

Logan, UT
08/2017 → 04/2018

Utah State University

Logan, UT
11/2017 → 12/2018

Clearhome Communications

Logan, UT
05/2017 → 08/2017

Hawx Pest Control

Indianapolis, IN
04/2015 → 05/2017

The Kater Shop

Logan, UT
12/2023 → Present

Kitces.cOm

Reston, VA
01/2025 → 06/2026

Lpl Financial Llc

Cottonwood Heights, UT
08/2025 → 06/2026

Betterment Cfo

Collinston, UT
06/2026 → Present

Darmen Group

Salt Lake City, UT
06/2024 → Present

Soulence Wealth Management Ii Llc

Salt Lake City, UT

Previous Registrations

2025-01-31 → 2026-06-22

Lpl Financial Llc

Cottonwood Heights, UT
2020-08-07 → 2023-12-04

Adams Wealth Advisors

Logan, UT

Other Businesses

1- 01/2025 - USU Adjunct Instructor - Teaching - Not Inv Related - 20 Hours/Month - UT 84322 - OBA Start Date: 08/01/2024. 2 - 01/2025 - Kitces.com Curriculum DesigNerd - Outside/W-2 Employment - Not Inv Related - 120 Hours/Month - 4 Hours During Trading - VA 20195 - OBA Start Date: 12/12/2023. 3- 06/2026 - The Darmen Group, Director of Tax Planning & Strategy. Reviewing a clients tax situation, documents and resulting liability to determine strategies and plans to be made and then collaborating with CPA's who will integrate and subsequently file those returns. 150 E 1st ave, Suite 406, Salt Lake City, UT 84103. Non-Investment Related, Director of Tax Planning & Strategy. 10-12 hours per week.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-08-07

S65 Uniform Investment Adviser Law Examination

2020-08-07

Designations

View on SEC IAPD