Jason Connell (CRD# 5740686) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Toledo, OH and has over 14 years of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
| Wilcox Financial / Wilcox Sports Management | Toledo, OH | Mar 2018 - Current | 6 |
| Ameritas Investment Corp | Lincoln, NE | Mar 2018 - Current | 6 |
| Jpmorgan Securities LLC | Columbus, OH | May 2016 - Feb 2018 | 1 |
| Jpmorgan Chase Bank N.a. | Columbus, OH | Apr 2016 - May 2016 | < 1 |
| Pnc Investments | Cleveland, OH | Aug 2015 - Mar 2016 | < 1 |
| Pnc Investments | Cleveland, OH | Jan 2015 - Aug 2015 | < 1 |
| Pnc Investments | Cleveland, OH | Nov 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2010 |
| S66 | NASAA Uniform Combined State Law Examination | May 2011 |
- OH
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Total Assets Under Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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