Jason
Feist
Center For Wealth Management Advisory
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About this Advisor
Jason Feist is a financial advisor based in Milford, Ohio, working with Center For Wealth Management Advisory. Jason has previously held positions at Lpl Financial and Center For Wealth Management. Jason has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Jason is part of Center For Wealth Management Advisory, which operates out of Milford, Ohio. The firm has 2 offices and 6 employees. The firm manages assets totaling $166.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Center For Wealth Management Advisory includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Center For Wealth Management Advisory Brokerage Details
$166,725,188
6
1,420
$117,412
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Jason Feist Work History
Center For Wealth Management
Lpl Financial
Disclosures
Please visit the SEC profile of Jason Feist to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Center For Wealth Management Advisory
Land O Lakes, FL
Milford, OH
Milford, OH
Milford, OH
Milford, OH
Dayton, OH
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