Kyle Christopher Jensen

Financial advisor at Osaic Wealth, Inc. · Deltona, FL

Last updated 2026-10-10

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Kyle Christopher Jensen is a financial advisor at Osaic Wealth, Inc. in Deltona, FL, CRD 7024985. Licenses and exams on the registration: Series 66. IAPD registration began 2022-05-20.

Registration

CRD number
7024985
Registration status
Active
IAPD registration
2022-05-20
Industry Experience
4 years
Work Experience
11 years
States registered
FL, MA, TX

Licenses and exams

  • Series 66

Work history

  • 2018-08 to 2021-07 · Lincoln Financial Advisors · Waltham, MA
  • 2015-05 to 2018-08 · Smart Diabetes Solutions · San Diego, MA
  • 2016-01 to 2017-02 · Corrado Industrial · San Diego, CA
  • 2021-07 to 2025-01 · Lincoln Financial Advisors · Winter Springs, FL
  • 2025-01 to Present · Osaic Wealth, Inc. · Deltona, FL

Current employment

SEC IAPD record for Kyle Christopher Jensen

Osaic Wealth, Inc.

Regulatory AUM
$234,858,518,740
Registered advisors
8,060
Offices
4,720
Clients per advisor
71.4 (Moderate)
Average AUM per client
$408.1K (Low)
High-net-worth client ratio
9.6% (Low)

Osaic Wealth, Inc.: advisors, services and reported ETF investments

About

Kyle Christopher Jensen is a financial advisor at Osaic Wealth, Inc. in Deltona, FL. Reported securities licenses include Series 66. The latest record indicates 4 years of industry experience and 11 years of reported work history. Reported roles include Lincoln Financial Advisors, Smart Diabetes Solutions, Corrado Industrial, among others.

Osaic Wealth, Inc.'s firm-level Form ADV reports 8,060 advisors across 4,720 offices; approximately 71.4 clients per advisor, average assets per client of $408,086, and regulatory AUM of $234.9B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Osaic Wealth, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Location

Deltona, FL

1 advisor at this office.

Osaic Wealth office in Deltona, FL

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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