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Jason Alan Troendle

Focus Financial

St. Charles, MN

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Current Employers
Focus Financial

1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-01-13
  • MN RA
    APPROVED
    Since 2025-01-13

Branch Locations

949 Whitewater Ave, Suite 1, St. Charles, MN 55972 • 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
OrganizationCityStateFromTo
Cornell University Ithaca NY 08/2016 05/2017
Unemployed Raleigh NC 05/2017 07/2017
The Context Network Raleigh NC 07/2017 05/2019
The Cold Chain Alliance Arlington VA 05/2019 01/2021
Unemployed Minneapolis MN 01/2021 03/2021
The Fertilizer Institute Arlington VA 03/2021 09/2024
Focus Financial Saint Charles MN 01/2024 Present
Osaic Weatlh Inc. Saint Charles MN 04/2024 Present
  • 08/2016 → 05/2017
    Cornell University
    Ithaca, NY
  • 05/2017 → 07/2017
    Unemployed
    Raleigh, NC
  • 07/2017 → 05/2019
    The Context Network
    Raleigh, NC
  • 05/2019 → 01/2021
    The Cold Chain Alliance
    Arlington, VA
  • 01/2021 → 03/2021
    Unemployed
    Minneapolis, MN
  • 03/2021 → 09/2024
    The Fertilizer Institute
    Arlington, VA
  • 01/2024 → Present
    Saint Charles, MN
  • 04/2024 → Present
    Osaic Weatlh Inc.
    Saint Charles, MN
Other Businesses

1. FRED TROENDLE AND ASSOCIATES POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/24/2024 ADDRESS: 949 Whitewater Ave, Suite 1, Saint Charles MN 55972, United States DESCRIPTION: Assist Fredrick J Troendle to develop comprehensive financial plans for clients. Meet with new clients to understand what is important to them while sharing some strategies for their financial future. Meet with existing clients to review their risk tolerance and discuss changes to financial profile. Assist with electronic paperwork for new accounts as well as account maintenance. Various administrative duties include filing, faxing, phone, and calendar management.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-21
  • S66 Uniform Combined State Law Examination
    2024-12-21
Other Names
  • Jason Troendle

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