Jason L. Ramage
VALMARK ADVISERS
Cincinnati, OH 45236
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CRD#: 4743052
Professional summary
Jason Lynn Ramage, CFP® is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Cincinnati, Ohio and VALMARK SECURITIES, INC. located in Cincinnati, Ohio.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jason has worked at 3 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.) Shareholder; BrewDog USA Inc; 96 Gender Rd., Canal Winchester, OH 43110;NOT Investment Related; Owns 11 shares of equity; Approximately 1-5 hours per month; No compensation expected./// 2.) FPA of Southwestern Ohio; Cincinnati, OH; Board Member; non-profit organization providing CFP(r) professionals with practice support, learning, advocacy, and networking; investment related; volunteer position, no compensation. /// 3.) 05/2022; Diversified Brokerage Specialists; Blue Ash, OH; Insurance brokerage; Disability sales; receive commission from insurance product sale; not investment related./// 4.) Toast of the Town Toastmasters Club; President; Cincinnati, OH; President; Club is a Member of Toastmasters International; Lead monthly meetings and serve as primary point of contact. Responsible for votes, communicating with other clubs; not investment related; Approximately 1-5 hours per week; not investment related./// 5.) Treasurer of Madisonville Business Chamber; Cincinnati, OH; Non-profit association to connect, improve, and grow businesses in the Madisonville neighborhood of Cincinnati, Ohio.; Track and categorize revenue and expenses, settle checking account, report to officers and chamber members; not investment related; 1-5 hours/ month; no compensation. /// 6.) TouchPoint Wealth Partners; 4605 E. Galbraith Ave. Ste. 200, Cincinnati, OH 45236; Financial Advisor / Paraplanner, Assist with financial plan preparation, research, and follow-up for advisory clients; ad-hoc projects as needed; market to prospective clients and deliver advice to clients assigned to me as Advisor; YES Investment Related: Start Date 1/25/2021; Approximately 40+ hrs. per month; Perception of conflict of interest by nature of soliciting business from prospective and existing clients; Salary for Paraplanner role and bi-annual bonus based on performance./// 7.) Various (AlphaSights, FPInsights, etc.); Professional surveys; Participant; Complete surveys seeking confidential input from financial professionals; NOT Investment Related; Start Date 01/0/2024; Approximately 1-5 hrs. per month; Direct deposit or gift cards.///
CRS (Client Relationship Summary) - RIA
Click below to view Jason Lynn Ramage'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®
CFP®
Start date: 2018
Experience
Current
July 19, 2021 - Present
VALMARK ADVISERS, INC.
Office #1: 4605 E. Galbraith Road, Ste. 200, Cincinnati, OH 45236RIA
CRD#: 108050
Cincinnati, OH
Current
January 27, 2021 - Present
VALMARK SECURITIES, INC.
Office #1: 4605 E.galbraith Road Suite 200, Cincinnati, OH 45236BD
CRD#: 31243
Cincinnati, OH
Past
August 4, 2015 - January 14, 2021
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
COVINGTON, KY
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".
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
California(8/4/2021)
IAR
Colorado(7/23/2024)
RR
Kentucky(1/3/2022)
IAR
Kentucky(1/3/2022)
RR
Ohio(1/27/2021)
IAR
Ohio(7/19/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
130 Springside Drive Suite 300, Akron, OH 44333
Mailing Address
Phone number
(800) 765-5201
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VALMARK ADVISERS, INC.
CRD#: 108050Cincinnati, OH 45236TRUST BUT VERIFY
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