Jason Morel, financial advisor Cleveland OH

Jason Morel

CRD Number: 6516313
Current Firm: Journey Wealth Management

Jason Morel (CRD# 6516313) is an Investment Advisor Representative working at Journey Wealth Management in Cleveland, OH and has over 4 years of experience in the finance industry.

Similar Advisors
Robert Billstein, financial advisor Cleveland OH
Robert A. Billstein
CRD# 1065232
Independence Capital Company, Inc.
Similar Advisors
David Abate, financial advisor Cleveland OH
David R. Abate
CRD# 5069849
Strategic Wealth Partners, Ltd.
Similar Advisors
Stuart Abrams, financial advisor Cleveland OH
Stuart D. Abrams
CRD# 1949220
Tyler-stone Wealth Management, LLC
Company Name Location Dates Years
Fsm Wealth Advisors, LLC Cleveland, OH Jul 2017 - Current 4
Charles Schwab & Company, Inc. Richfield, OH May 2016 - May 2017 1
Unemployed Columbus, OH Oct 2015 - May 2016 < 1
Fusian Columbus, OH Oct 2014 - Oct 2015 1
Charles Schwab Richfield, OH Jun 2015 - Aug 2015 < 1
Fsm Capital Management Cleveland, OH Apr 2015 - Jun 2015 < 1
Ohio State Univeristy Columbus, OH Aug 2014 - Apr 2015 < 1
Signature Of Solon Country Club Solon, OH Jul 2011 - Aug 2014 3
Mosch Mulch Solon, OH Jan 2009 - Aug 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2016
Contact Info for Jason M. Morel
Phone Number: 216-468-1344
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    281
    MILLIONS
  • Total Number of Accounts
    249
    ACCOUNTS
  • Average Account Value
    $1,129,382
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, OH, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.