AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JZ

Jason M. Zangmeister

ASPIRE GROWTH PARTNERS
Medina, OH 44256
CRD#: 5046024
Some features on this profile are disabled
JZ
Jason Matthew ZangmeisterASPIRE GROWTH PARTNERS

Professional summary

Jason Matthew Zangmeister, who also goes by Jason M Zangmeister, Jason Matthew Zangmeister, is a registered financial advisor currently at ASPIRE GROWTH PARTNERS LLC located in Medina, Ohio.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jason has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jason M Zangmeister | Jason Matthew Zangmeister

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 Matthew Zangmeister'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®
None

Experience

Current

February 17, 2021 - Present

ASPIRE GROWTH PARTNERS LLC

Office #1: 1180 Medina Road, Medina, OH 44256
RIA
CRD#: 312063
Medina, OH
Past

February 9, 2021 - April 8, 2021

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Medina, OH
Past

February 9, 2021 - April 8, 2021

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
MEDINA, OH
Past

April 19, 2016 - December 31, 2020

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
AVON, OH
Past

June 3, 2014 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
AVON, OH
Past

June 3, 2014 - December 31, 2020

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
AVON, OH
Past

May 14, 2009 - April 9, 2013

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
MEDINA, OH
Past

March 18, 2009 - April 9, 2013

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
MEDINA, 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".
AG
ASPIRE GROWTH PARTNERS LLC
ASPIRE GROWTH PARTNERS LLC

CRD#: 312063 / SEC#: 801-120122

RIA
Registered Investment Advisory firm - (1/8/2021 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
(2/17/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/1/2014
Uniform Combined 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: 3/17/2009
General Securities Representative Examination

Current Firm

AG
ASPIRE GROWTH PARTNERS LLC
ASPIRE GROWTH PARTNERS LLC

CRD#: 312063 / SEC#: 801-120122

RIA
Registered Investment Advisory firm - (1/8/2021 Approved)
Loading...

Contact information

Main Address
Miromar Lakes, FL
Mailing Address
Phone number
(330) 239-1776
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ASPIRE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (3/13/2025)

Regulatory assets under management

Total Number of Accounts3,064
AUM (Assets Under Management)$ 992,465,143

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.

Company Information

ASPIRE GROWTH PARTNERS LLC

CRD#: 312063Medina, OH 44256

TRUST BUT VERIFY

Monitor Jason Zangmeister

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

DF
Drew FrankAdvisorCheck Check Mark
WEDMONT PRIVATE CAPITAL
IAR
Boulder, CO
LP
Louis PasterAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
CHICAGO, IL
DD
Donald DevittoAdvisorCheck Check Mark
RBC CAPITAL MARKETS, LLC
IAR
RR
ROCHESTER, NY
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.