JF
Jason D. Feist
CENTER FOR WEALTH MANAGEMENT ADVISORY
Milford, OH
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CRD#: 5211640
JF
Professional summary
Jason Daniel Feist, who also goes by Jason Feist, is a registered financial advisor currently at CENTER FOR WEALTH MANAGEMENT ADVISORY located in Milford, Ohio.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jason has worked at 3 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason Feist
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. 12/3/2008 - DBA ONLY - CENTER FOR WEALTH MANAGEMENT, LLC 2. 12/4/2008 - TAX PREP/ACCOUNTING/BOOKKEEPING - GLOBAL TAX MANAGEMENT, LLC - SEASONAL TAX PREPARATION, ACCOUNTING, BOOKKEEPING, PAYROLL. - TIME SPENT 10% 3. 09/15/2014 - CENTER FOR WEALTH MANAGEMENT, LLC - REGISTERED INVESTMENT ADVISOR HYBRID - TIME SPENT 120 HOUR PER MONTH - CINCINNATI, OH 4. name; Live Your Best Life LLC DBA Create Your Best Life Today investment-related; No address; 810 Eastgate North Dr Ste 136 Cincinnati OH 45245 nature business; This is a Lifestyle Marketing Brand/Company; position; CFO/Partner start date; 2024-04-01 hours/month devoted to business; 3 hours devoted to business during securities trading hours; 0 duties; Strategic planning and all accounting/CFO functions
CRS (Client Relationship Summary) - RIA
Click below to view Jason Daniel Feist'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®
NoneExperience
Current
June 25, 2014 - Present
CENTER FOR WEALTH MANAGEMENT ADVISORY
RIA
CRD#: 171221
Milford, OH
Past
October 6, 2008 - November 2, 2015
LPL FINANCIAL LLC
RIA
CRD#: 6413
CINCINNATI, OH
Past
October 3, 2008 - April 14, 2016
LPL FINANCIAL LLC
BD
CRD#: 6413
CINCINNATI, OH
Past
November 13, 2006 - October 6, 2008
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
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".
CF
CENTER FOR WEALTH MANAGEMENT ADVISORY
CENTER FOR WEALTH MANAGEMENT | CENTER FOR WEALTH MANAGEMENT LLC. | CENTER FOR WEALTH MANAGEMENT ADVISORY
CRD#: 171221 / SEC#: 801-112042
RIA
Registered Investment Advisory firm - (11/16/2017 Approved)Arizona
Registered Investment Advisory firm - (12/31/2017 Terminated)Kentucky
Registered Investment Advisory firm - (12/31/2017 Terminated)Massachusetts
Registered Investment Advisory firm - (12/31/2017 Terminated)Ohio
Registered Investment Advisory firm - (1/2/2018 Terminated)Texas
Registered Investment Advisory firm - (12/31/2017 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.Highlighted states indicate IAR registrations
IAR
Ohio(6/25/2014)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CF
CENTER FOR WEALTH MANAGEMENT ADVISORY
CENTER FOR WEALTH MANAGEMENT | CENTER FOR WEALTH MANAGEMENT LLC. | CENTER FOR WEALTH MANAGEMENT ADVISORY
CRD#: 171221 / SEC#: 801-112042
RIA
Registered Investment Advisory firm - (11/16/2017 Approved)Arizona
Registered Investment Advisory firm - (12/31/2017 Terminated)Kentucky
Registered Investment Advisory firm - (12/31/2017 Terminated)Massachusetts
Registered Investment Advisory firm - (12/31/2017 Terminated)Ohio
Registered Investment Advisory firm - (1/2/2018 Terminated)Texas
Registered Investment Advisory firm - (12/31/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Milford, OH
Mailing Address
Po Box 778, Amelia, OH 45102
Phone number
(513) 407-5430
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 887 |
| AUM (Assets Under Management) | $ 187,298,086 |
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.
