John Daniel Kjerulf

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

• 12/2016 → 10/2021
  Edward Jones
  St Louis, MO
• 05/2014 → 12/2016
  Kjerulf Law
  Seattle, WA
• 10/2021 → 06/2024
  Securities America, Inc.
  Stockton, CA
• 10/2021 → 06/2024
  Securities America Advisors
  Stockton, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Stockton, CA

Previous Registrations

• 2021-11-05 → 2024-06-14
  Securities America Advisors, Inc.
  Stockton, CA
• 2017-04-07 → 2021-11-08
  Edward Jones
  Mukilteo, WA
  Kenmore, WA
  St Louis, MO
  Mukilteo, WA

Other Businesses

1. DBA: Rambo Wealth Management 2. LICENSED INSURANCE PRODUCER POSITION: financial advisor NATURE: California Insurance Producer (resident) License # 4299891.Washington State Insurance Producer (non-resident) License # 943769. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/03/2023 ADDRESS: 3031 W March Ln Ste 212 W, Stockton CA 95219, United States DESCRIPTION: I offer annuities products for clients, and I service existing annuities products. I offer life insurance products for clients, and I service existing life insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2017-02-07