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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Goncz is a financial advisor with Equity Services, Inc. Jason has been working in the financial services industry since 2000. Jason is registered to provide investment advice in 17 states and holds Series 6, 7, and 63 securities licenses. Jason can assist with financial planning, educational seminars, and investment management for both individuals and businesses. Jason also specializes in working with charitable organizations and pension and profit sharing plans. Prior to joining Equity Services, Inc., Jason worked for other financial institutions including PNC Investments, MML Investors Services, Securities America, Inc., and Nationwide Investment Services Corporation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
06/10/2020 - Present
Equity Services, Inc. (COLUMBUS OH)
OH
09/30/2019 - 05/04/2020
SECURITIES AMERICA, INC. (COLUMBUS OH)
OH
04/18/2019 - 10/03/2019
MML INVESTORS SERVICES, LLC (DUBLIN OH)
OH
09/17/2015 - 12/07/2018
EQUITY SERVICES, INC. (WESTERVILLE OH)
OH
02/14/2013 - 08/31/2015
PNC INVESTMENTS (DUBLIN OH)
OH
10/25/2011 - 01/17/2013
NYLIFE SECURITIES LLC (DUBLIN OH)
CT
09/15/2010 - 09/15/2011
SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)
PA
02/04/2009 - 09/15/2010
PHOENIX EQUITY PLANNING CORPORATION (PHILADELPHIA PA)
CT
09/17/2004 - 02/04/2009
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
OH
12/18/2000 - 08/24/2004
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
12/14/1999 - 12/31/2000
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
BC
Issued 12/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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