Jason Demland (CRD# 6183475) is an Investment Advisor Representative working at Demland Wealth LLC in Defiance, OH and has over 10 years of experience in the finance industry. Jason Demland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5619817
Raymond James Financial Services Advisors, Inc.
CRD# 5725299
Cambridge Investment Research Advisors, Inc.
CRD# 6895338
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Demland Wealth LLC | Defiance, OH | Feb 2022 - Current | 2 |
| Blue Jay Financial Group, LLC | Defiance, OH | Apr 2018 - Feb 2022 | 3 |
| Cetera Advisors LLC | Denver, CO | Jul 2015 - Apr 2018 | 2 |
| Fifth Third Bank, Fifth Third Securities | Defiance, OH | Sep 2011 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2014 |
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Total Assets Under Management20MILLIONS
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Total Number of Accounts216ACCOUNTS
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Average Account Value$94,786
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
IN, OH
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