Jonathan David Larsen

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 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

• 01/2023 → Present
  Jonathan David Larsen
  Provo, UT
• 08/2022 → 09/2023
  Swell Totes Llc
  American Fork, UT
• 01/2019 → 08/2022
  Brigham Young University
  Provo, UT
• 09/2021 → 02/2022
  Brigham Young University
  Provo, UT
• 12/2019 → 07/2021
  Solcius Solar
  Provo, UT
• 05/2019 → 09/2019
  Altaray Solar
  American Fork, UT
• 06/2019 → 08/2019
  Thai Village
  American Fork, UT
• 10/2016 → 11/2018
  Church Of Jesus Christ Of Latter-Day-Saints
  Barranquilla
• 11/2022 → 10/2023
  Wasatch Behavioral Health
  American Fork, UT
• 11/2018 → 01/2019
  Unemployed
  Cedar Hills, UT
• 07/2016 → 10/2016
  Dear Lizzie Boutique
  Highalnd, UT
• 11/2023 → 07/2026
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2024 → 07/2026
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2026 → Present
  Osaic Wealth
  Scottsdale, AZ
• 07/2026 → Present
  Osaic Advisory Services
  Atlanta, GA

Previous Registrations

• 2024-01-26 → 2026-08-06
  Cetera Investment Advisers Llc
  Sandy, UT
  Provo, UT

Other Businesses

1. JONATHAN LARSEN PHOTOGRAPHY POSITION: Freelance Photographer NATURE: Freelance Photography INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 244 North 400 West Street, Provo UT 84601, United States DESCRIPTION: Take photos and videos 2. ATRIUS WEALTH POSITION: co-founder, financial advisor NATURE: Investment advisory services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 07/27/2026 ADDRESS: 488 e tilden Parc ln, Unit 403, Draper UT 84020, United States DESCRIPTION: Financial Advisory Services

Exams

• S66 Uniform Combined State Law Examination
  2024-01-25