Jason MorelCRD 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.
Independence Capital Company, Inc.
Strategic Wealth Partners, Ltd.
Tyler-stone Wealth Management, LLC
|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|
Total Assets Under Management281MILLIONS
Total Number of Accounts249ACCOUNTS
Average Account Value$1,129,382
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, OH, TX
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