Years of Experience
5-20+ Years
TOLEDO, OH
14 Years Experience
0 Disclosures
ADVISOR BIO
Jason 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.
SPECIALIZATIONS
TOLEDO, OH
3 Years Experience
0 Disclosures
ADVISOR BIO
Jason Michael Harris is a registered investment advisor representative with Equitable Advisors, LLC. Jason has been in the financial services industry since 2008 and has a Series 7TO, Series 66 and SIE licenses. Jason is registered to provide investment advice in Arizona, California, Kentucky, Massachusetts, Michigan, New York, Ohio, Pennsylvania and Tennessee. Jason is committed to providing financial advice to help individuals and families achieve their financial goals.
SPECIALIZATIONS
TOLEDO, OH
33 Years Experience
4 Disclosures
ADVISOR BIO
Jeffrey Levesque is an active investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Jeffrey has been in the industry since July 5, 1992 and is licensed in multiple states. Jeffrey specializes in a variety of investment strategies, including portfolio management for individuals, businesses, and pension plans.
SPECIALIZATIONS
TOLEDO, OH
34 Years Experience
0 Disclosures
ADVISOR BIO
Jeffrey Johnson is a financial advisor with over 30 years of experience in the industry. Johnson is currently registered with Ameriprise Financial Services, LLC and has held previous registrations with IDS Life Insurance Company. Johnson is a Certified Financial Plannerâ„¢ professional with a focus on providing financial planning, investment management, and retirement planning services. Johnson is licensed in several states and is committed to providing comprehensive financial solutions to individuals, families, and businesses.
SPECIALIZATIONS
TOLEDO, OH
17 Years Experience
0 Disclosures
ADVISOR BIO
Jeffrey Daney is a financial advisor with LPL Financial LLC, based in Toledo, Ohio. Jeffrey has been in the financial services industry for over 15 years, and is registered with the state of Ohio as an investment advisor representative. He is also licensed as a Series 7 and 66 representative. Jeffrey provides a range of financial services to individuals and businesses, including financial planning, portfolio management, and investment advice. He has a strong track record of success in helping clients achieve their financial goals. Jeffrey is committed to providing his clients with personalized financial advice and guidance.
SPECIALIZATIONS
Toledo, OH
6 Years Experience
0 Disclosures
ADVISOR BIO
Jennifer Erickson is a registered representative and investment advisor representative with MML Investors Services, LLC. Jennifer has been in the industry since March 3, 2019 and is licensed in Colorado, Florida, and Ohio. Jennifer holds the Series 6TO and SIE licenses. Jennifer has experience with life, fixed annuities, disability, long-term care, and health insurance.
SPECIALIZATIONS
Toledo, OH
22 Years Experience
0 Disclosures
ADVISOR BIO
Jennifer Lynn Alford is a financial professional who has been active in the industry since 2003. Jennifer is a registered representative with Ameritas Advisory Services, LLC. Jennifer is currently registered in Florida and Ohio. Jennifer holds the Series 6, SIE, and Series 26 licenses. Jennifer has worked at New England Securities and Ameritas Investment Corp. Jennifer also owns and runs Creative Financial Partners. Jennifer specializes in helping individuals, corporations and other businesses, high-net-worth individuals, pension and profit sharing plans, and charitable organizations.
SPECIALIZATIONS
Toledo, OH
37 Years Experience
0 Disclosures
ADVISOR BIO
Joel Jon Rupp is a financial advisor registered with Morgan Stanley. Joel has been in the financial services industry for 35 years, and has a broad range of experience in financial planning, portfolio management, and investment advisory services. Joel is a highly experienced and knowledgeable professional who is committed to providing personalized financial advice and helping clients achieve their financial goals. Joel is registered with the Securities and Exchange Commission and holds Series 7, 31, and 63 licenses as well as the Series 65 license.
SPECIALIZATIONS
Toledo, OH
38 Years Experience
0 Disclosures
ADVISOR BIO
John Robert Weinert is a financial advisor who has been in the industry since January 20, 1987. John is currently registered with Robert W. Baird & Co. Inc., and has held previous positions with WELLS FARGO CLEARING SERVICES, LLC, A. G. EDWARDS & SONS, INC., MORGAN STANLEY DW INC. and FIFTH THIRD/THE OHIO COMPANY. John has a wide range of experience in the financial services industry, and is committed to providing his clients with personalized advice and guidance.
SPECIALIZATIONS
TOLEDO, OH
30 Years Experience
1 Disclosures
ADVISOR BIO
John Carl Zechman is a financial advisor with Cetera Investment Advisers LLC. John has been in the financial services industry since 1995. John is registered with the state of Ohio and Texas and has a Series 63, Series 66, Series 7, and Series 24 license. John has prior experience with VOYA FINANCIAL ADVISORS, INC. and NYLIFE SECURITIES INC. John also serves on the board of various non-profit organizations.
SPECIALIZATIONS
