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.

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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
  • Total Number of Accounts
  • Average Account Value
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


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