Jason H. Kurchner
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jason Harry Kurchner, CFP®, who also goes by Kurchner, was a registered financial professional .
Jason is a previously registered financial professional and started their career in finance in 1983. Jason had worked at 11 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 13, 2009 - December 19, 2014
M HOLDINGS SECURITIES, INC.
January 2, 2002 - August 28, 2009
PRIME CAPITAL SERVICES, INC.
January 27, 1998 - December 31, 2001
PRIME CAPITAL SERVICES, INC.
November 19, 1989 - January 28, 1998
OSAIC WEALTH, INC.
May 10, 1989 - January 22, 1990
GREEN HILL FINANCIAL SERVICE CORPORATION
January 8, 1985 - June 27, 1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
November 5, 1984 - September 29, 1987
MONARCH SECURITIES, INC.
September 5, 1984 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
August 7, 1984 - September 7, 1984
ROBERT THOMAS SECURITIES, INC
May 25, 1984 - August 22, 1984
SIGNATOR INVESTORS, INC.
December 16, 1983 - April 10, 1984
BEVILL, BRESLER & SCHULMAN INCORPORATED
August 8, 1983 - November 25, 1983
E. G. FRANCES CO., INC.
Primary Firm SEC Registration
M HOLDINGS SECURITIES, INC.
CRD#: 43285 / SEC#: 801-57304, 8-50214
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
M HOLDINGS SECURITIES, INC.
CRD#: 43285 / SEC#: 801-57304, 8-50214
Contact information
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| M FINANCIAL HOLDINGS INCORPORATED | EQUITY OWNER | |
| HANEY-JACKSON, LAURA ELIZABETH | VICE PRESIDENT - PRINCIPAL OPERATIONS OFFICER | 4771801 |
| LUDWIG, STEVEN CHARLES | CHIEF COMPLIANCE OFFICER | 2440911 |
| ROGERS, MARIA RENEE | PRINCIPAL FINANCIAL OFFICER | 2442526 |
| SCHOONMAKER, MICHAEL SKI | CHIEF EXECUTIVE OFFICER | 2408456 |
Regulatory assets under management
| Total Number of Accounts | 8,234 |
| AUM (Assets Under Management) | $ 4,078,516,284 |
Disclosures
| Regulatory Event | 5 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/10/2025 | ||
| 11/13/2024 | ||
| 08/28/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
