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Kyle J
Series 66
Deltona, FL
OSAIC
Kyle Jensen is a financial advisor at Osaic with five years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors and Corrado Industrial. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and rebalancing software, and supports a range of programs including Unified Managed Accounts and third-party money manager options.
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