Jason Hosler, financial advisor Prescott AZ
90 score

Jason Hosler

CRD Number: 5294470
Current Firm: Commonwealth Financial Network

Jason Hosler (CRD# 5294470) is an Investment Advisor Representative working at Commonwealth Financial Network in Prescott, AZ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financail Network Waltham, MA Feb 2012 - Current 4
Hosler Wealth Management, LLC Prescott, AZ Jan 2012 - Current 4
Networth Services, Inc. Phoenix, AZ Jun 2011 - Dec 2011 < 1
Unemployed Tempe, AZ Feb 2011 - May 2011 < 1
Sport Chalet Tempe, AZ May 2010 - Jan 2011 < 1
Unemployed Mesa, AZ Oct 2009 - Apr 2010 < 1
Krueger Financial Services Phoenix, AZ Oct 2007 - Aug 2009 1
Sport Chalet Tempe, AZ Aug 2007 - Oct 2007 < 1
Hosler Financial Services Inc. Prescott, AZ Feb 2007 - Jun 2007 < 1
The Church Of Jesus Christ Of Latter-day Saints Louisville, KY Jan 2005 - Jan 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Jason R. Hosler
Phone Number: 781-736-0700
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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