Jason Koslow, financial advisor Cincinnati OH
93 score

Jason Koslow

CRD Number: 5332546
Current Firm: Waddell & Reed

Jason Koslow (CRD# 5332546) is an Investment Advisor Representative working at Waddell & Reed in Cincinnati, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Wicker's Bbq Hornersville, MO Feb 2014 - Current 2
Waddell & Reed Inc. Cincinnati, OH May 2007 - Current 9
Various Ins. Carriers For W&r Ins. Agencies West Chester, OH May 2007 - Current 9
Western & Southern Lebanon, OH Jan 2007 - Current 9
Jason Koslow West Chester, OH Aug 2001 - Current 15
Unemployed West Chester, OH Sep 2006 - Jan 2007 < 1
Mission Hospital Mission Viejo, CA May 2004 - Sep 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S65 NASAA Investment Advisors Law Examination Feb 2009
Contact Info for Jason E. Koslow
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • CO
  • FL
  • GA
  • IN
  • MI
  • OH
  • TX
  • NC
  • IL
  • KY
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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