JH
Jason S. Hoeltzel
KISSLING FINANCIAL SERVICES
NEW CASTLE, PA 16102
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CRD#: 4446833
JH
Professional summary
Jason Scott Hoeltzel is a registered financial advisor currently at KISSLING FINANCIAL SERVICES, LLC located in New Castle, Pennsylvania.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jason has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 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.
1.) LYFT INC; POSITION: independent contractor NATURE: Transportation INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2016; ADDRESS: 185 berry street, #5000, San Francisco CA 94107, United States; DESCRIPTION: taking riders to their destinations 2.) UBER / RAISER INC; POSITION: independent contractor NATURE: Transportation INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2016; ADDRESS: 182 Howard Street, suite 8, San Francisco CA 94105, United States; DESCRIPTION: ride share service 3.) ROADMAP FINANCIAL; POSITION: Financial Planner NATURE: Insurance and Investments INVESTMENT RELATED: Yes, NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 02/10/2023; ADDRESS: 2400 Ansys Drive, Suite 102, Canonsburg PA 15317, United States; DESCRIPTION: Sales and Service of insurance and investment products 4.) GUARDIAN LIFE INSURANCE CO; INVESTMENT RELATED; 10 HUDSON YARDS NEW YORK, NY 10001; INSURANCE SALES; LIFE AGENT; START DATE: 11/2015; 10 HOURS/MONTH DEDICATED TO ACTIVITY; 10 HOURS/MONTH DURING TRADING HOURS. DUTIES: SELLING INSURANCE 5.) PRUDENTIAL LIFE INSURANCE CO; INVESTMENT RELATED; 1 CORPORATE DRIVE, SHELTON, CT 06484; INSURANCE SALES; LIFE AGENT; START DATE: 05/2019; 10 HOURS/MONTH DEDICATED TO ACTIVITY; 10 HOURS/MONTH DURING TRADING HOURS. DUTIES: SELLING INSURANCE 6.) AFLAC INSURANCE CO; INVESTMENT RELATED; 1932 WYNNTON RD., COLUMBUS, GEORGIA 31999; INSURANCE SALES; LIFE AGENT; START DATE: 04/2022; 10 HOURS/MONTH DEDICATED TO ACTIVITY; 10 HOURS/MONTH DURING TRADING HOURS. DUTIES: SELLING INSURANCE
CRS (Client Relationship Summary) - RIA
Click below to view Jason Scott Hoeltzel'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®
NoneExperience
Current
February 28, 2025 - Present
KISSLING FINANCIAL SERVICES, LLC
Office #1: 5117 Erie Street, New Castle, PA 16102RIA
CRD#: 299531
NEW CASTLE, PA
Past
June 11, 2024 - January 13, 2025
FOUNDATIONS INVESTMENT ADVISORS LLC
RIA
CRD#: 175083
Zelienople, PA
Past
November 24, 2020 - April 19, 2024
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
Canonsburg, PA
Past
April 9, 2019 - April 19, 2024
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
Canonsburg, PA
Past
June 15, 2016 - January 22, 2019
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
PITTSBURGH, PA
Past
August 26, 2004 - December 31, 2008
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
Past
October 14, 2002 - October 28, 2002
LADENBURG CAPITAL MANAGEMENT INC.
BD
CRD#: 14623
BETHPAGE, NY
Past
January 2, 2002 - June 19, 2002
LADENBURG CAPITAL MANAGEMENT INC.
BD
CRD#: 14623
BETHPAGE, NY
Past
October 12, 2001 - January 2, 2002
LADENBURG THALMANN & CO. INC.
BD
CRD#: 505
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KF
KISSLING FINANCIAL SERVICES, LLC
KISSLING FINANCIAL SERVICES, LLC
CRD#: 299531 / SEC#: 801-131147
RIA
Registered Investment Advisory firm - (9/19/2024 Approved)Colorado
Registered Investment Advisory firm - (9/24/2024 Terminated)Florida
Registered Investment Advisory firm - (9/23/2024 Terminated)Ohio
Registered Investment Advisory firm - (9/23/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (9/27/2024 Terminated)Washington
Registered Investment Advisory firm - (11/18/2024 Terminated)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
Pennsylvania(2/28/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
KF
KISSLING FINANCIAL SERVICES, LLC
KISSLING FINANCIAL SERVICES, LLC
CRD#: 299531 / SEC#: 801-131147
RIA
Registered Investment Advisory firm - (9/19/2024 Approved)Colorado
Registered Investment Advisory firm - (9/24/2024 Terminated)Florida
Registered Investment Advisory firm - (9/23/2024 Terminated)Ohio
Registered Investment Advisory firm - (9/23/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (9/27/2024 Terminated)Washington
Registered Investment Advisory firm - (11/18/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5117 Erie Street, New Castle, PA 16102
Mailing Address
9173 Route 30, Irwin, PA 15642
Phone number
(724) 667-1617
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,109 |
| AUM (Assets Under Management) | $ 112,845,666 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
