Jason Charles Fisher, AIF | Financial Professional | Findlay, Ohio

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Contact Information

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Disclosures on record.

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.

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Credentials

AIF®

Accredited Investment Fiduciary

Years of Experience

21 years registered in the securities industry

Current & Past Employments

Current

STRAIGHTLINECurrent·CRD# 127401

RIA

101 East Sandusky Street, Findlay, OH 45840

December 21, 2005 - Present

Past

QUESTAR CAPITAL CORPORATIONPast·CRD# 43100

BD

Minneapolis, MN

January 19, 2005 - November 30, 2005

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Current Firm

ST

STRAIGHTLINE

STRAIGHTLINE | STRAIGHTLINE GROUP, LLC | STRAIGHTLINE GROUP, L.L.C | STRAIGHTLINE ADVISORS

CRD#: 127401 / SEC#: 801-63408

RIA

Registered Investment Advisory firm - SEC (8/11/2004 Approved)

Michigan

Registered Investment Advisory firm - Michigan (8/12/2004 Terminated)

Ohio

Registered Investment Advisory firm - Ohio (8/12/2004 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

165 Kirts Blvd. Ste 100, Troy, MI 48084-5200

Phone Number

(248) 269-8366

# of Employees

11

SEC notice filing (34 States and Territories)

Registered to provide investment advisory services in 34 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STRAIGHTLINE ADV PART 2A BROCHURE 7.10.26 (7/10/2026)

Regulatory Assets Under Management

Total Number of Accounts

4,752

AUM (Assets Under Management)

$1,170,377,158

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/12/2026	Cover Page	Report
01/02/2026	Cover Page	Report
10/15/2024	Cover Page	Report
12/21/2023	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Jason is licensed to sell insurance in order to offer such insurance products to clients as a convenience to those clients with insurance needs.

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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".

ST

STRAIGHTLINE

STRAIGHTLINE | STRAIGHTLINE GROUP, LLC | STRAIGHTLINE GROUP, L.L.C | STRAIGHTLINE ADVISORS

CRD#: 127401 / SEC#: 801-63408

RIA

Registered Investment Advisory firm - SEC (8/11/2004 Approved)

Michigan

Registered Investment Advisory firm - Michigan (8/12/2004 Terminated)

Ohio

Registered Investment Advisory firm - Ohio (8/12/2004 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

IAR

Michigan
(5/21/2010)

IAR

Ohio
(12/21/2005)

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.