Jason Connell
CFP®Professional Summary
Jason Connell, CFP®, who also goes by Jason W Connell, Jason Connell, is a registered financial advisor currently at CROAK CAPITAL located in Toledo, Ohio. Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jason has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jason W Connell, Jason Connell
Similar Advisors
EDWARD JONES
THORNTON FINANCIAL PLANNING FIRM LLC
EDWARD JONES
THE SUM
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
EDWARD JONES
THORNTON FINANCIAL PLANNING FIRM LLC
EDWARD JONES
THE SUM
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
EDWARD JONES
THORNTON FINANCIAL PLANNING FIRM LLC
EDWARD JONES
THE SUM
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
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.
Similar Advisors
EDWARD JONES
THORNTON FINANCIAL PLANNING FIRM LLC
EDWARD JONES
THE SUM
Credentials
Years of Experience
16 years in the financial services industry
Current & Past Employments
Similar Advisors
EDWARD JONES
THORNTON FINANCIAL PLANNING FIRM LLC
EDWARD JONES
THE SUM
Current Firm
CROAK ASSET MANAGEMENT | CROAK CAPITAL | CROAK ASSET MANAGEMENT, LLC
Contact Information
Main Address
432 N Superior St., Toledo, OH 43604Phone Number
(419) 464-7000# of Employees
6SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,079AUM (Assets Under Management)
$363,925,759Similar Advisors
EDWARD JONES
THORNTON FINANCIAL PLANNING FIRM LLC
EDWARD JONES
THE SUM
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.
Similar Advisors
EDWARD JONES
THORNTON FINANCIAL PLANNING FIRM LLC
EDWARD JONES
THE SUM
Primary Firm SEC Registration
CROAK ASSET MANAGEMENT | CROAK CAPITAL | CROAK ASSET MANAGEMENT, LLC
State Registrations and Notice Filings
(3/12/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2010About the Series 6 examSimilar Advisors
EDWARD JONES
THORNTON FINANCIAL PLANNING FIRM LLC
EDWARD JONES
THE SUM
CRS (Client Relationship Summary) - RIA
Click below to view Jason Connell's CRS (Customer Relationship Summary).
Similar Advisors
EDWARD JONES
THORNTON FINANCIAL PLANNING FIRM LLC
EDWARD JONES
THE SUM
