Jason M. Beischel

DAYMARK WEALTH PARTNERS

Cincinnati, OH 45242

Some features on this profile are disabled

CRD#: 4575752

Professional summary

Jason Michael Beischel, CFP®, who also goes by Jason Beischel, is a registered financial advisor currently at DAYMARK WEALTH PARTNERS, LLC located in Cincinnati, Ohio.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jason has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Beischel

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.) TREETOPS OF ANDERSON; INVESTMENT RELATED; CINCINNATI,OH; TREASURER; START DATE 05/29/2020; NUMBER OF HOURS PER MONTH 20; NUMBER OF HOURS DURING TRADING 0; WRITING CHECKS FOR NEIGHBORHOOD BEAUTIFICATION, SIGNS, AND MAINTENANCE. 2.) LEGAL AND GENERAL (BANNER LIFE INSURANCE COMPANY) VIA RYAN MCCALL OF CAPITAS; INVESTMENT RELATED; FREDRICK, MD; INSURANCE AGENT; 06/2024; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURNG TRADING 0; ONE TIME SELL OF INSURANCE POLICY THAT WAS BETTER FOR CLIENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Michael Beischel's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

June 6, 2022 - Present

DAYMARK WEALTH PARTNERS, LLC

Office #1: 9675 Montgomery Road Ste 201, Cincinnati, OH 45242

RIA

CRD#: 320878

Cincinnati, OH

Past

January 1, 2008 - June 10, 2022

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

CINCINNATI, OH

Past

January 1, 2008 - June 10, 2022

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

CINCINNATI, OH

Past

September 19, 2006 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

CINCINNATI, OH

Past

September 14, 2006 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

CINCINNATI, OH

Past

January 15, 2003 - September 26, 2006

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

CINCINNATI, OH

Past

October 16, 2002 - September 26, 2006

UBS FINANCIAL SERVICES INC.

CRD#: 8174

CINCINNATI, OH

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".

DAYMARK WEALTH PARTNERS, LLC

COMPASS GROUP OF DAYMARK WEALTH PARTNERS | HOFSTETTER BARON GROUP OF DAYMARK WEALTH PARTNERS | DAYMARK WEALTH PARTNERS, LLC

CRD#: 320878 / SEC#: 801-124936

RIA

Registered Investment Advisory firm - (5/2/2022 Approved)

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
(6/6/2022)

IAR

Texas
(8/12/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/7/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/15/2002

General Securities Representative Examination

Current Firm

DAYMARK WEALTH PARTNERS, LLC

COMPASS GROUP OF DAYMARK WEALTH PARTNERS | HOFSTETTER BARON GROUP OF DAYMARK WEALTH PARTNERS | DAYMARK WEALTH PARTNERS, LLC

CRD#: 320878 / SEC#: 801-124936

RIA

Registered Investment Advisory firm - (5/2/2022 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

9675 Montgomery Road Ste 201, Cincinnati, OH 45242

Mailing Address

Phone number

(513) 838-2520

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DAYMARK WEALTH PARTNERS - FIRM BROCHURE (10/28/2025)

Regulatory assets under management

Total Number of Accounts	6,073
AUM (Assets Under Management)	$ 3,939,833,944

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.

Similar Advisors

Jamie Powell

CAPITAL ADVISORY SERVICES, LLC

IAR

West Chester, OH

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jason M. Beischel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Michael Beischel's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

DAYMARK WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/7/2002

SIE

Date: 10/1/2018

Series 7

Date: 10/15/2002

Current Firm

DAYMARK WEALTH PARTNERS, LLC

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DAYMARK WEALTH PARTNERS, LLC

TRUST BUT VERIFY

Similar Advisors