Jason T. Demland

DEMLAND WEALTH LLC

Defiance, OH 43512

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CRD#: 6183475

Professional summary

Jason Taylor Demland, CFP® is a registered financial advisor currently at DEMLAND WEALTH LLC located in Defiance, Ohio.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jason has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Biography

I’m Jason Demland and I’m a CERTIFIED FINANCIAL PLANNER™ professional. If you want to plan for financial independence, invest wisely, be strategic about taxes, and live a life of charity then I want to help you.

I specialize in helping people that are family focused, driven by Christian values, and have an affinity for farming.

Schedule a time to talk with me.

Question & Answer

What are your service offerings?

Estate Planning

Retirement Planning

Tax Planning

Investment Planning

Do you have an area of expertise or specialization?

Cash Flow/Budgets/Credit Issue...

Charitable Giving

Estate & Generational Planning...

Investment Advice with Ongoing...

Are you a "fiduciary"?

Yes

Aliases

None

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 Taylor Demland'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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

February 22, 2022 - Present

DEMLAND WEALTH LLC

Office #1: 1125 Ralston Ave., Defiance, OH 43512

RIA

CRD#: 319002

Defiance, OH

Past

April 24, 2018 - February 22, 2022

BLUE JAY FINANCIAL GROUP, LLC

RIA

CRD#: 296467

DEFIANCE, OH

Past

July 13, 2015 - May 2, 2018

CETERA ADVISORS LLC

RIA

CRD#: 10299

DEFIANCE, OH

Past

July 2, 2015 - May 2, 2018

CETERA ADVISORS LLC

CRD#: 10299

DEFIANCE, OH

Past

July 22, 2014 - July 13, 2015

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

DEFIANCE, OH

Past

April 19, 2013 - July 13, 2015

FIFTH THIRD SECURITIES, INC.

CRD#: 628

DEFIANCE, OH

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

Indiana
(12/6/2022)

IAR

Ohio
(2/22/2022)

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: 7/21/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/16/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/2/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/27/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/18/2013

Investment Company Products/Variable Contracts Representative Examination

Current Firm

DEMLAND WEALTH LLC

CRD#: 319002 / SEC#:

Indiana

Registered Investment Advisory firm - (12/6/2022 Approved)

Ohio

Registered Investment Advisory firm - (2/22/2022 Approved)

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Contact information

Main Address

1125 Ralston Ave., Defiance, OH 43512

Mailing Address

Phone number

(419) 374-9728

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	248
AUM (Assets Under Management)	$ 23,502,434

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 T. Demland

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Taylor Demland's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUE JAY FINANCIAL GROUP, LLC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/21/2014

Series 63

Date: 5/16/2013

SIE

Date: 5/2/2018

Series 7

Date: 6/27/2014

Series 6

Date: 4/18/2013

Current Firm

DEMLAND WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DEMLAND WEALTH LLC

TRUST BUT VERIFY

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