Jason
Zangmeister

Aspire Growth Partners LLC

CRD#5046024
Investment Advisor
in Medina, OH

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About this Advisor

Jason Zangmeister is a financial advisor who works out of Medina, Ohio who has 2 years of industry experience. Zangmeister is an advisor for Aspire Growth Partners LLC. Their career trajectory has included roles at Nfp Securities, Inc, Kestra Advisory Services, LLC, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Aspire Growth Partners LLC and Kestra Investment Services, LLC. Zangmeister maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Ohio. Aspire Growth Partners LLC is a financial advisory business operating in Medina, Ohio. The firm has just five advisors. It administers $728 million in total assets across its 2,967 accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 2,967 client accounts, 21% are associated with high-net-worth individuals who have more than $1 million in investable assets. Aspire Growth Partners LLC offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules typically depend on the services provided. However, fee types charged by Aspire Growth Partners LLC most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1180 Medina Road
Medina, OH 44256

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Aspire Growth Partners LLC Brokerage Details

Total Assets Under Management

$727,510,788

Total Number of Employees

5

Total Number of Accounts

2,967

Average Account Size

$245,201

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Jason Zangmeister Work History

Jason has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Aspire Growth Partners LLC

2021 - 2021 (< 1 year)

Raymond James Financial Services, Inc

2021 - 2021 (< 1 year)

Raymond James Financial Services Advisors, Inc

2016 - 2020 (4 years)

Kestra Advisory Services, LLC

2014 - 2016 (2 years)

Nfp Securities, Inc

2014 - 2020 (6 years)

Kestra Investment Services, LLC

*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 Zangmeister 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 Aspire Growth Partners LLC

Jason Zangmeister
Medina, OH
Richard Harris
Miromar Lakes, FL
Steven Zangmeister
Medina, OH

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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