Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Witkoski is a financial advisor with Edward Jones. He has been in the financial services industry since 2010. Jason is registered with the state of Ohio to provide both investment advisory and brokerage services. He specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses and selection of other advisors. Jason has previously worked with PNC Investments, The Huntington Investment Company, VALIC Financial Advisors, Inc., and J.P. Morgan Securities 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.
Guidance on pension options to ensure a secure financial future.
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.
See schedule d - miscellaneous
1
2
OH
06/09/2023 - Present
Edward Jones (HUBBARD OH)
OH
02/18/2021 - 06/06/2023
PNC INVESTMENTS (YOUNGSTOWN OH)
OH
01/12/2018 - 02/19/2021
THE HUNTINGTON INVESTMENT COMPANY (CORTLAND OH)
OH
04/20/2016 - 08/10/2017
VALIC FINANCIAL ADVISORS, INC. (INDEPENDENCE OH)
OH
10/01/2012 - 08/25/2015
J.P. MORGAN SECURITIES LLC (GIRARD OH)
OH
07/23/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GIRARD OH)
OH
06/02/2010 - 02/07/2011
MML INVESTORS SERVICES, LLC (BOARDMAN OH)
IA
Issued 01/02/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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