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Jonas P. Starkus

Some features on this profile are disabled
CRD#: 7199614
JS

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.

Jonas P Starkus was a registered financial professional .

Jonas is a previously registered financial professional and started their career in finance in 2020. Jonas had worked at 1 firm and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
CO-OP INSURANCE AGENCY POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/12/2019 ADDRESS: 12250 El Camino Real, Suite 160, San Diego CA 92130, United States DESCRIPTION: Compensation varies. RFC Advisors use Co-Op Insurance services to obtain underwriting for difficult cases. RF BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/12/2019 ADDRESS: 5700 Oakland Avenue, Ste400, St. Louis MO 63110, United States DESCRIPTION: Fixed insurance sales - Group. Compensation varies. RFC advisors place health insurance coverage for individuals and entities through RF Brokerage. SOCCER COACH POSITION: Employee NATURE: Sport Coach/Referee INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2021 ADDRESS: 10221 Monroe Street, Omaha NE 68127, United States DESCRIPTION: Youth soccer coach. I will be head coach of a single team and may be involved in a a couple of paid training camps over the summer.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

March 13, 2020 - September 12, 2022

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
OMAHA, NE
Past

January 3, 2020 - September 12, 2022

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
OMAHA, NE

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/2/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/17/2019
Securities Industry Essentials Examination

Current Firm

SF
SECURIAN FINANCIAL SERVICES, INC.
ASCEND FINANCIAL SERVICES, INC. | SECURIAN FINANCIAL SERVICES, INC. | MIMLIC SALES CORPORATION

CRD#: 15296 / SEC#: 801-45152, 8-31955

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information

Main Address
400 Robert Street North, St Paul, MN 55101-2098
Mailing Address
400 Robert Street North, St. Paul, MN 55101-2098
Phone number
(651) 665-1233
Established
Minnesota since 03/27/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees
1,750

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

2023-3-22 SECURIAN ONE WRAP FEE PROGRAM BROCHURE (3/22/2023)
2023-3-22 SECURIAN SPECTRUM ADVISOR PLUS WRAP FEE PROGRAM BROCHURE (3/22/2023)
2023-3-22 SECURIAN SPECTRUM ADVISOR WRAP FEE PROGRAM (3/22/2023)
2023-3-22 SECURIAN FREEDOM WRAP FEE PROGRAM BROCHURE W 2B (3/22/2023)
2023-3-22 SFS FIRM BROCHURE (3/22/2023)
2023-3-22 PORTFOLIO SOLUTIONS I WRAP FEE PROGRAM (3/22/2023)
2023-3-22 SELECT BROCHURE (3/22/2023)

Direct owners and executive officers

NamePositionCRD#
SECURIAN FINANCIAL GROUP, INC.100% SHAREHOLDER
CARPENTER, KIMBERLY KAYMEMBER OF BOARD OF DIRECTORS, CHIEF EXECUTIVE OFFICER & PRESIDENT, CHIEF COMPLIANCE OFFICER, ANTI-MONEY LAUNDERING COMPLIANCE OF4266541
FERGUSON, KRISTIN MARYMEMBER OF BOARD OF DIRECTORS, VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER, FINOP, & PRINCIPAL OPERATIONS OFFICER6895121
MONTZ, RENEE DENISEMEMBER OF BOARD OF DIRECTORS6014640
OBRIEN, KERI SUESECRETARY6821352

Regulatory assets under management

Total Number of Accounts76,075
AUM (Assets Under Management)$ 20,684,796,225

Disclosures

Regulatory Event10
Arbitration3
Bond10

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/30/2023
Cover Page
Report

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

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

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