Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Katz is an Investment Advisor Representative with Bartlett & Co. Wealth Management LLC. Jason Katz is located in Cincinnati, Ohio and has been in the industry since 2005. Jason Katz has passed the Series 63 and Series 65 exams. Jason Katz is a Certified Financial Planner. Jason Katz has been with Bartlett & Co. Wealth Management LLC since April 2018 and is also a Co-Founder and CFO of Cardinal Spirits, LLC.
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.
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.
Credit and cash management solutions; insurance solutions
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.
1
2
OH
04/13/2018 - Present
Bartlett & Co. Wealth Management LLC (Cincinatti OH)
IA
Issued 02/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2004
Series 63 - Uniform Securities Agent State Law Examination
Active
Inactive
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