Kurt D. Jonson Clu, Chfc

Ceo/owner at Pacific Capital Resource Group

Kurt D. Jonson, CLU, ChFC, CFP has extensive work experience in the financial services industry. Kurt D. currently serves as the CEO of Advisory Resource Group LLC, a position they have held since November 2010. Prior to that, they were the CEO/Owner of Pacific Capital Resource Group, where they oversaw the company's growth and expansion into multiple US states. Within Pacific Capital, Kurt also served as the CEO/Owner of PCRG Insurance, LLC, focusing on providing personalized insurance solutions. Before that, they held the role of Executive Vice President at Pacific Capital. Kurt began their career as a Registered Representative at Hornor, Townsend and Kent, LLC.

Kurt D. Jonson, CLU, ChFC, CFP has a Bachelor of Business Administration (B.B.A.) degree in Accounting and Finance from Washington State University, which they obtained from 1989 to 1993. Kurt D. also attended Juantia High School from 1986 to 1989. Additionally, Kurt obtained certifications as a Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter from The American College of Financial Services. The specific completion dates for these certifications are not provided.

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Timeline

  • Ceo/owner

    September, 2000 - present

  • Executive Vice President

    February, 1998