Jason M. Zangmeister

ASPIRE GROWTH PARTNERS LLC

Medina, OH 44256

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CRD#: 5046024

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.

1) Bethany English Lutheran Church. Endowment committee officer. Not investment related. Started:2015. Cleveland, OH. 2 hrs per month, 0 during trading hrs. Assist in the management and oversight of the church's endowment fund. 2) 19510 Condo Association. Not investment related. Non-profit condo association. Started:2021. Fairview Park, OH. 2 hrs per month, 0 during trading hrs. Board member/Treasurer.

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.

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

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.

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".

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)

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: 10/1/2014

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: 3/17/2009

General Securities Representative Examination

Current Firm

ASPIRE GROWTH PARTNERS LLC

CRD#: 312063 / SEC#: 801-120122

RIA

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

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Contact information

Main Address

Miromar Lakes, FL

Mailing Address

Phone number

(330) 239-1776

Established

Firm type

Fiscal year end

# of Employees

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 Accounts	3,064
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.

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Advisor Monitoring

Firm Stability Insights

Jason M. Zangmeister

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Matthew Zangmeister's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

ASPIRE GROWTH PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/1/2014

SIE

Date: 10/1/2018

Series 7

Date: 3/17/2009

Current Firm

ASPIRE GROWTH PARTNERS LLC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASPIRE GROWTH PARTNERS LLC

TRUST BUT VERIFY

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