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JP

Jason K. Pinson

212 WEALTH MANAGEMENT GROUP
LOVELAND, OH
Some features on this profile are disabled
CRD#: 3166743
JP

Professional summary

Jason Keith Pinson, AIF® is a registered financial advisor currently at 212 WEALTH MANAGEMENT GROUP, LLC located in Loveland, Ohio.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jason has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Keith Pinson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

Experience

Current

January 14, 2026 - Present

212 WEALTH MANAGEMENT GROUP, LLC

RIA
CRD#: 338980
LOVELAND, OH
Past

May 20, 2024 - December 31, 2025

365 WEALTH MANAGEMENT GROUP

RIA
CRD#: 314674
Loveland, OH
Past

May 19, 2021 - December 31, 2023

365 WEALTH MANAGEMENT GROUP

RIA
CRD#: 314674
Cincinnati, OH
Past

October 24, 2016 - June 15, 2021

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
CINCINNATI, OH
Past

October 24, 2016 - June 15, 2021

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
CINCINNATI, OH
Past

June 19, 2013 - October 29, 2016

MORGAN STANLEY

RIA
CRD#: 149777
CINCINNATI, OH
Past

May 23, 2013 - October 29, 2016

MORGAN STANLEY

BD
CRD#: 149777
CINCINNATI, OH
Past

July 12, 2011 - February 1, 2013

MUTUAL OF AMERICA SECURITIES LLC

BD
CRD#: 27878
FLORENCE, KY
Past

July 12, 2011 - February 1, 2013

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

BD
CRD#: 15356
FLORENCE, KY
Past

February 24, 2009 - June 24, 2011

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
CINCINNATI, OH
Past

July 8, 1999 - February 26, 2003

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

January 21, 1999 - March 15, 1999

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
CINCINNATI, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Ohio
(1/14/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/19/2013
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/30/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/22/2013
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/23/2009
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 4/18/2019
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 8/24/2018
General Securities Sales Supervisor - Options Module Examination

Current Firm

2W
212 WEALTH MANAGEMENT GROUP, LLC
212 WEALTH MANAGEMENT GROUP, LLC

CRD#: 338980 / SEC#:

Ohio
Registered Investment Advisory firm - (1/14/2026 Approved)
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Contact information

Main Address
Loveland, OH
Mailing Address
Phone number
(859) 230-5600
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Company Information

212 WEALTH MANAGEMENT GROUP, LLC

CRD#: 338980Loveland, OH

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