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Jonathan D
CFP®, Series 65
North Logan, UT
Soulence Wealth Management
Jonathan Dursteler is a CFP®-certified financial advisor at Soulence Wealth Management with five years of industry experience. He has held positions at firms including Betterment, LPL Financial LLC, and Adams Wealth Management, LLC. Outside of advisory work, Dursteler serves as an adjunct instructor at Utah State University and contributes to Kitces.com as a curriculum designer. Soulence Wealth Management II provides investment management and integrated financial planning services primarily for individual clients, offering discretionary portfolio management through custom-traded accounts, third-party model portfolios, and selected alternative investments. The firm employs a tailored approach using strategic and tactical asset allocation, with continuous monitoring and rebalancing of accounts.
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