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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 Hohenstein is a financial advisor with over 27 years of experience in the industry. Jason is registered to provide financial and investment advice in 28 states. Jason works with individuals, high-net-worth individuals, families, businesses, investment clubs, pension and profit-sharing plans, and charitable organizations. Jason holds the Series 6, 62, 63, and 22 securities licenses and the Series 65 investment advisor license. Jason's primary firm affiliation is with LPL Financial LLC, where he provides a range of services, including financial planning, portfolio management, and consulting services. Jason has been affiliated with LPL Financial LLC since January 2024. Previously Jason was an advisor with OSAIC WEALTH, INC. from 2023 to 2024, SAGEPOINT FINANCIAL, INC. from 2011 to 2023, THE O.N. EQUITY SALES COMPANY from 2001 to 2011, SECURIAN FINANCIAL SERVICES, INC. from 1995 to 2001 and C.R.I. SECURITIES, INC. from 1995 to 1997.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
IL
01/01/2025 - Present
LPL Financial LLC (GENEVA IL)
WI
09/01/2023 - 01/11/2024
OSAIC WEALTH, INC. (WAUSAU WI)
WI
02/07/2011 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WAUSAU WI)
WI
08/15/2001 - 02/08/2011
THE O.N. EQUITY SALES COMPANY (WAUSAU WI)
MN
12/12/1995 - 08/14/2001
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
MN
12/12/1995 - 04/21/1997
C.R.I. SECURITIES, INC. (ST. PAUL MN)
IA
Issued 07/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2014
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/27/2000
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/11/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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