Jason
Zawalich
Touchstone Advisors Inc
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About this Advisor
Jason Zawalich is a financial advisor who works in Cincinnati, Ohio with a total of 4 years of industry experience. Zawalich is currently employed by Touchstone Advisors Inc. Their career trajectory has included roles at Ohio National, Ohio National Equities Inc, Ifs Financial Services and Touchstone Securities, Inc. Zawalich maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Ohio. Touchstone Advisors Inc is an advisory company that has its headquarters in Cincinnati, OH. It controls $24 billion in assets under management across its 40 client accounts, placing it among the biggest firms in the nation by assets under management. Touchstone Advisors Inc offers a few services, including portfolio management for investment companies and selection of other advisers. Fees charged by financial advisors typically depend on the financial services offered. However, fee types billed by Touchstone Advisors Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Touchstone Advisors Inc Brokerage Details
$23,643,699,112
83
40
$591,092,478
Investment Advisory Services
- Portfolio management for investment companies
- Selection of other advisers
Jason Zawalich Work History
Jason has been registered as a financial advisor for 4 years.*
Ifs Financial Services
Touchstone Securities, Inc
Ohio National Equities Inc
Ohio National
*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 Zawalich 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 Touchstone Advisors Inc
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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