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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Pacific Capital Resource Group
Founded in 1998, we represent a group of independent financial advisors, wealth managers, and insurance professionals. With roots in the Pacific Northwest, and serving over 25,000 clients nationally, we continue to expand our advisor support to regions across the country. Our bedrock is our culture, platform, and people. Pacific Capital was designed from the ground up, by advisors, for advisors. As an independent firm, our focus has always been creating the ultimate advisor experience. Our environment inspires and enables advisors to reach new levels in their practice, while elevating the client’s experience of financial planning as a collaborative, results-driven process. We like to grow, we like to win, and we like to have fun doing it. Our experience has taught us that all advisors want to continue to grow their income, work less, and when they do work, only do the things that bring them energy and stop doing the things that erode their enthusiasm. Your future realized at Pacific Capital. Please visit www.pcrg.com for full disclosures.