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Jonathan Eric Dursteler

Jonathan E. Dursteler

SOULENCE WEALTH MANAGEMENT
North Logan, UT
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CRD#: 7130119
Jonathan Eric Dursteler
Jonathan Eric DurstelerSOULENCE WEALTH MANAGEMENT

Professional summary

Jonathan Eric Dursteler, CFP® is a registered financial advisor currently at SOULENCE WEALTH MANAGEMENT located in North Logan, Utah.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jonathan has worked at 3 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1- 01/2025 - USU Adjunct Instructor - Teaching - Not Inv Related - 20 Hours/Month - UT 84322 - OBA Start Date: 08/01/2024. 2 - 01/2025 - Kitces.com Curriculum DesigNerd - Outside/W-2 Employment - Not Inv Related - 120 Hours/Month - 4 Hours During Trading - VA 20195 - OBA Start Date: 12/12/2023. 3- 06/2026 - The Darmen Group, Director of Tax Planning & Strategy. Reviewing a clients tax situation, documents and resulting liability to determine strategies�and plans to be made and then collaborating with CPA's who will integrate and subsequently�file those returns.�150 E 1st ave, Suite 406, Salt Lake City, UT 84103. Non-Investment Related, Director of Tax Planning & Strategy. 10-12 hours per week.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Eric Dursteler's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2022

Experience

Current

August 4, 2026 - Present

SOULENCE WEALTH MANAGEMENT

RIA
CRD#: 340580
North Logan, UT
Past

January 31, 2025 - June 22, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
COTTONWOOD HEIGHTS, UT
Past

August 7, 2020 - December 4, 2023

ADAMS WEALTH ADVISORS

RIA
CRD#: 286087
LOGAN, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Utah
(8/4/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/7/2020
Uniform Investment Adviser Law Examination

Current Firm

SW
SOULENCE WEALTH MANAGEMENT
SOULENCE WEALTH MANAGEMENT | SOULENCE WEALTH MANAGEMENT II LLC | SOULENCE WEALTH MANAGEMENT II

CRD#: 340580 / SEC#: 801-135451

RIA
Registered Investment Advisory firm - (3/2/2026 120-Day Approval)
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Contact information

Main Address
220 S 2500 W, Pleasant Grove, UT 84062
Mailing Address
Phone number
(801) 571-9900
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/6/2026)

Regulatory assets under management

Total Number of Accounts772
AUM (Assets Under Management)$ 94,691,263

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.

Company Information

SOULENCE WEALTH MANAGEMENT

CRD#: 340580North Logan, UT

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