Jarrod
Jansen

Osaic Advisory Services, LLC

CRD#7414301
Investment Advisor
in Wichita, KS

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About this Advisor

Jarrod Jansen is a financial advisor based in Wichita, Kansas, working with Osaic Advisory Services, LLC. Jarrod has previously held positions at Securities America, Inc, Heritage Private Wealth Management, LLC, Ranson Financial Group, LLC, Wichita State University, Employers Mutual Casualty Company, Catholic Family Federal Credit Union, Hutchinson Community College, Independence Community College, Wichita Drainage & Grading, Andale High School, Osaic Wealth, Inc, and Osaic Advisory Services, LLC. Jarrod has passed the Series 66 regulatory exam and is registered to provide services in Kansas. Currently, Jarrod is part of Osaic Advisory Services, LLC, which operates out of Wichita, Kansas. The firm has 200 offices and 2,594 employees. The firm manages assets totaling $12.5 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Advisory Services, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10011 West 21St Street N, 109
Wichita, KS 67205

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Osaic Advisory Services, LLC Brokerage Details

Total Assets Under Management

$12,469,688,882

KS Average: $3,570,121,308
Total Number of Employees

2,594

KS Average: 58
Total Number of Accounts

47,032

KS Average: 1,608
Average Account Size

$265,132

KS Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jarrod Jansen Work History

2024 - Present (1 year)

Osaic Wealth, Inc

2024 - Present (1 year)

Osaic Advisory Services, LLC

2022 - 2024 (2 years)

Securities America, Inc

2021 - 2022 (1 year)

Heritage Private Wealth Management, LLC

2018 - 2022 (4 years)

Ranson Financial Group, LLC

2018 - 2018 (< 1 year)

Employers Mutual Casualty Company

2017 - 2019 (2 years)

Wichita State University

2017 - 2017 (< 1 year)

Hutchinson Community College

2016 - 2018 (2 years)

Catholic Family Federal Credit Union

2016 - 2017 (1 year)

Independence Community College

2016 - 2016 (< 1 year)

Wichita Drainage & Grading

2012 - 2016 (4 years)

Andale High School

Disclosures

Please visit the SEC profile of Jarrod Jansen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Osaic Advisory Services, LLC

Lorne Bycoff
New York, NY
Jeffrey Nance
Auburn, AL
Clayton Mckenzie
Spring, TX
Richard Gigliotti
San Diego, CA
Dimitry Prophete
Atlanta, GA
Dean Mckenzie
Spokane, WA
Daniel Rodriguez
Fort Lauderdale, FL
James Leo
Atlanta, GA

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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