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Jason J Kraynak

Lincoln Douglas Investments, LLC

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About Jason J Kraynak

Jason Kraynak is a licensed advisor with Lincoln Douglas Investments, LLC. Jason has been in the industry since 2011 and is registered with the state of Ohio. Jason specializes in Financial Planning and Portfolio Management.

Firm Information

Jason Kraynak is currently registered with Lincoln Douglas Investments, LLC. Lincoln Douglas Investments, LLC is a Limited Liability Company formed in 2010. The firm provides financial planning and portfolio management services for individuals. They are registered in 42 states and the SEC and manage approximately $42,533,025 in assets for 124 clients.

$42.53M

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Kraynak’s Registration & Firm History

OH

11/23/2015 - Present

Lincoln Douglas Investments, LLC (MT. VERNON OH)

OH

06/24/2011 - 10/28/2015

MORGAN STANLEY (COLUMBUS OH)

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Licenses & Designations

BOTH

Issued 12/23/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason J Kraynak.
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