Jonathan Raleigh Farnstrom

Current Employers

Employment History

• 02/2018 → 01/2025
  Lincoln Financial Advisors
  San Ramon, CA
• 01/2017 → 12/2017
  Lodge At Ventana Canyon
  Tucson, AZ
• 05/2017 → 08/2017
  Lincoln Financial Advisors
  San Ramon, CA
• 08/2014 → 12/2017
  University Of Arizona
  Tucson, AZ
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Ramon, CA

Previous Registrations

• 2018-08-07 → 2025-01-24
  Osaic Fa, Inc.
  San Ramon, CA

Other Businesses

1) JACK FARNSTROM 3000 EXECUTIVE PARKWAY, SUITE 400 SAN RAMON, CA 94583 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS FIXED ANNUITIES, LONG-TERM CARE INSURANCE AND TRADITIONAL LIFE INSURANCE PRODUCTS START DATE: 10/2018 HOURS PER MONTH: 7 HOURS PER MONTH DURING TRADING HOURS: 7 2) FARNSTROM FINANCIAL SERVICES, LLC 3000 EXECUTIVE PKWY STE. 400 SAN RAMON, CA 94583 CATEGORY: LEGAL ENTITY/INSURANCE INVESTMENT RELATED: YES TITLE: OWNER/AGENT DUTIES: LEGAL ENTITY THROUGH WHICH PRACTICE IS MANAGED. FIXED INSURANCE PRODUCTS OFFERED AND SERVICED INCLUDE FIXED AND INDEXED ANNUITIES, DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 9/24/24 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 160 3) FARNSTROM FINANCIAL SERVICES POSITION: Owner NATURE: This is my s-corp LLC for myself. used to house myself, pay myself and my assistant, and better my tax situation. It has nothing different to do with my business practices or securities related services. I will operate per usual as a financial advisor. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/24/2024 ADDRESS: 6101 Bollinger Canyon Road, Suite 225, San Ramon CA 94583, United States DESCRIPTION: Legal entity through which investment services, brokerage services, fee based planning services, and insurance products will be offered, marketed, and serviced. _Products include those listed above along with other miscellaneous securities services.

Exams

• S66 Uniform Combined State Law Examination
  2018-08-06

Designations

Other Names

• Jack Farnstrom
• Jonathan Farnstrom