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JU

Jonpaul W. Ursick

Rancho Santa Fe, CA 92067
Some features on this profile are disabled
CRD#: 8125040
JU
Jonpaul Wesley Ursick

Professional summary

Jonpaul Wesley Ursick, who also goes by Jonpaul Ursick, was a registered financial advisor .

Jonpaul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jonpaul had worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Jonpaul Ursick

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- 11/03/2025 - SCSC Advisors, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business location(s) - Start Date 09/15/2025 - 1 hour per month/ 0 hours during trading

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

Current

August 18, 2026 - Present

Office #1: 16950 Via De Santa Fe Suite 5060-180 , Rancho Santa Fe, CA 92067
Rancho Santa Fe, CA
Past

August 4, 2025 - August 31, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
RANCHO SANTA FE, CA
Past

July 17, 2025 - August 31, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
RANCHO SANTA FE, CA

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
California
(8/20/2026)
IAR
Colorado
(8/18/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/1/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/1/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/17/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/29/2022
Securities Industry Essentials Examination

Current firm

No current employment

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

No current employment

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