Jason Elchert, financial advisor Findlay OH

Jason Elchert

CRD Number: 4437648
Current Firm: Osaic Wealth, Inc.

Jason Elchert (CRD# 4437648) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Findlay, OH and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Royall Alliance Findlay, OH Jul 2013 - Current 10
Savage & Associates Toledo, OH Jun 2001 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2003
Contact Info for Jason M. Elchert
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • 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, MA, 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, WY

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