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 based in Medina, Ohio, working with Aspire Growth Partners LLC. Jason has previously held positions 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. Jason has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Jason is part of Aspire Growth Partners LLC, which operates out of Medina, Ohio. The firm has 1 office and 5 employees. The firm manages assets totaling $873.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Aspire Growth Partners LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

$873,506,733

Total Number of Employees

5

Total Number of Accounts

3,057

Average Account Size

$285,740

Investment Advisory Services

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

Jason Zangmeister Work History

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

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 6/19/2024. 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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