Jason
Connell
Ameritas Advisory Services, LLC
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About this Advisor
Jason Connell is a financial advisor based in Toledo, Ohio, working with Ameritas Advisory Services, LLC. Jason has previously held positions at Pnc Investments, Jpmorgan Securities LLC, Jpmorgan Chase Bank N.A, Wilcox Financial / Wilcox Sports Management, Ameritas Investment Corp, and Ameritas Advisory Services, LLC. Jason has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio. Currently, Jason is part of Ameritas Advisory Services, LLC, which operates out of Toledo, Ohio. The firm has 238 offices and 545 employees. The firm manages assets totaling $10.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Ameritas Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$10,289,301,520
545
39,033
$263,605
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jason Connell Work History
Ameritas Advisory Services, LLC
Wilcox Financial / Wilcox Sports Management
Ameritas Investment Corp
Jpmorgan Securities LLC
Jpmorgan Chase Bank N.A
Pnc Investments
Pnc Investments
Pnc Investments
Disclosures
Please visit the SEC profile of Jason Connell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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