Jason
Goncz

Equity Services, Inc

CRD#4085274
Investment Advisor
in Westerville, OH

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About this Advisor

Jason Goncz is a financial advisor based in Westerville, Ohio with 3 years of industry experience. Goncz is on the advisory team at Equity Services, Inc. During their career, the advisor has held roles at Pnc Investments, National Life Group/Dome Financial Group, Equity Services Inc, Mass Mutual Life Insurance Company, Mml Investors Services, Securities America, Inc, Arbor Point Advisors and National Life Group. Goncz has a Series 63 license, designating them as a securities agent, and can serve investors in Ohio. Equity Services, Inc is an advisory firm based in Montpelier, VT. It has offices in 220 locations and a total of 440 advisors. It oversees $2 billion in assets under management between its 11,317 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to five charitable organizations. Of its 11,317 accounts, 23% belong to high-net-worth individuals who have more than $1 million in assets. The advisory firm performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services vary depending on the financial services. Fees charged by Equity Services, Inc most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

550 Polaris Parkway Suite 550
Westerville, OH 43082

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Equity Services, Inc Brokerage Details

Total Assets Under Management

$1,866,892,398

OH Average: $4,257,716,217
Total Number of Employees

440

OH Average: 30
Total Number of Accounts

11,317

OH Average: 868
Average Account Size

$164,964

OH Average: $4,905,203

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jason Goncz Work History

Jason has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Equity Services Inc

2018 - Present (6 years)

National Life Group

2019 - 2019 (< 1 year)

Mml Investors Services

2019 - 2020 (1 year)

Securities America, Inc

2019 - 2020 (1 year)

Arbor Point Advisors

2018 - 2019 (1 year)

Mass Mutual Life Insurance Company

2015 - 2018 (3 years)

National Life Group/Dome Financial Group

2015 - 2018 (3 years)

Equity Services Inc

2013 - 2015 (2 years)

Pnc Investments

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jason Goncz 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 Esi Financial Advisors

Jason Goncz
Westerville, OH
Clare Morris
Fort Lauderdale, FL
Jennifer Grant
Peshtigo, WI
Robert Liebman
Fort Lauderdale, FL
Brian Reilly
Red Bank, NJ
Eric Goodman
Hauppauge, NY
Karl Rothhaar
Charlotte, NC
Virginia Griffith
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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