Jason Austerman (CRD# 6103089) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Hamilton, OH and has over 11 years of experience in the finance industry.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
CRD# 6208290
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Hamilton, OH | Nov 2023 - Current | < 1 |
| Fifth Third Bank | Cincinnati, OH | Jan 2019 - Nov 2023 | 4 |
| Fifth Third Securities | Cincinnati, OH | Jan 2019 - Nov 2023 | 4 |
| Pasco County Schools | Land O' Lakes, FL | Aug 2019 - Dec 2019 | < 1 |
| Unemployed | Cincinnati, OH | Jun 2019 - Aug 2019 | < 1 |
| The Prudential Insurance Company Of America | Cincinnati, OH | Oct 2018 - Jun 2019 | < 1 |
| Pruco Securities LLC | Cincinnati, OH | Oct 2018 - Jun 2019 | < 1 |
| Unemployed | Hamilton, OH | Jul 2018 - Oct 2018 | < 1 |
| Ameriprise Financial Services, Inc. | Cincinnati, OH | Sep 2015 - Jul 2018 | 2 |
| Edward Jones | St. Louis, MO | Aug 2012 - Sep 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
- OH
-
Total Assets Under Management15,875MILLIONS
-
Total Number of Accounts60,028ACCOUNTS
-
Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.