Jonathan Dursteler has been an investment adviser representative at Soulence Wealth Management II since August 2026, and is not listed among the firm’s executive officers or direct owners.
Soulence Wealth Management II LLC is a Pleasant Grove, UT firm with $108M under management, 410 clients and 5 advisers across 3 offices, as of its June 2026 filing.
Jonathan Dursteler’s longest registration was 3 years at Adams Wealth Advisors (2020–2023). Before joining Soulence Wealth Management II in 2026, Jonathan Dursteler was registered through LPL Financial LLC and Adams Wealth Advisors.
- Soulence Wealth ManagementCurrent– present · under a yearNorth Logan, UT · Adviser representative · Firm CRD 340580
- LPL Financial LLC– · 1 yearCottonwood Heights, UT · Adviser representative · Firm CRD 6413
- Adams Wealth Advisors– · 3 yearsLogan, UT · Adviser representative · Firm CRD 286087
Investment adviser representative registrations
Jonathan Dursteler is registered as an investment adviser representative in Utah, since August 2026.
- UtahSince 4 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 August 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jonathan Eric Dursteler
- CRD
- 7130119
- Firm
- Soulence Wealth Management II · CRD 340580
- Office
- North Logan, UT
- Registration
- Investment adviser registration
- In the industry since
- November 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Jonathan Dursteler work?
Jonathan Dursteler is an investment adviser representative registered through Soulence Wealth Management II LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Dursteler a financial advisor?
Yes. Jonathan Dursteler has a current investment-adviser registration in Utah, through Soulence Wealth Management II since August 2026.
How many years of experience does Jonathan Dursteler have?
Jonathan Dursteler has 4 years in the financial industry, since November 2021, across 3 adviser firms.
What exams has Jonathan Dursteler passed?
Jonathan Dursteler passed the Series 65 in August 2020.
Where did Jonathan Dursteler work before Soulence Wealth Management II?
Before Soulence Wealth Management II, Jonathan Dursteler was registered through LPL Financial LLC, January 2025 to June 2026; Adams Wealth Advisors, August 2020 to December 2023.
Where is Jonathan Dursteler based?
Jonathan Dursteler’s registered office is in North Logan, UT.
Is Jonathan Dursteler registered with FINRA?
No. Jonathan Dursteler has no current broker registration.
How can I verify Jonathan Dursteler’s record?
Search CRD 7130119 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Dursteler’s full registration record.
