Jason Witkoski (CRD# 5789093) is an Investment Advisor Representative working at Edward Jones in Hubbard, OH and has over 7 years of experience in the finance industry.
CRD# 2361084
Edward Jones
CRD# 4776883
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2210454
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jun 2023 - Current | < 1 |
| Pnc Investments | Columbiana, OH | Feb 2021 - Jun 2023 | 2 |
| Huntington National Bank | Cortland, OH | Aug 2017 - Feb 2021 | 3 |
| Valic Financial Advisors | Independence, OH | Apr 2016 - Aug 2017 | 1 |
| Avi Foodsystems | Warren, OH | Aug 2015 - Apr 2016 | < 1 |
| Jp Morgan Chase Bank | Girard, OH | May 2010 - Jan 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2016 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
- OH
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Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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