Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Connell is a financial advisor at Ameritas Advisory Services, LLC, with 13 years of experience in the industry. Jason's experience in the financial industry spans several firms, including J.P. Morgan Securities LLC, PNC Investments, and Edward Jones. He is registered to provide investment advisory services in Ohio and Michigan. Jason is also registered to provide brokerage services in Ohio and Michigan.
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.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
OH
11/01/2021 - Present
Ameritas Advisory Services, LLC (Toledo OH)
OH
06/23/2017 - 02/23/2018
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
OH
04/15/2013 - 04/05/2016
PNC INVESTMENTS (CLEVELAND OH)
OH
04/29/2011 - 04/09/2013
EDWARD JONES (LEXINGTON OH)
IL
01/11/2010 - 03/23/2011
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BOTH
Issued 05/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/05/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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