JW
Jason Witt
ANTOLINO WEALTH ADVISORS
COLUMBUS, OH 43215
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CRD#: 7087053
JW
Jason WittANTOLINO WEALTH ADVISORS
Professional summary
Jason Witt is a registered financial advisor currently at ANTOLINO WEALTH ADVISORS located in Columbus, Ohio and KESTRA INVESTMENT SERVICES, LLC located in Columbus, Ohio.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Jason has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
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.
AA Financial Advisors : Antolino & Associates (Kestra is our broker dealer) Rental Income from house Name: AA FINANCIAL ADVISORS POSITION: Planner NATURE: Investment advisory services through an independent outside RIA INVESTMENT RELATED: Yes # OF HOURS: 120 SECURITIES TRADING HOURS: 60 START DATE: 03/11/2019 ADDRESS: 150 E. Broad St., Ste. 100, Columbus OH 43215, United States DESCRIPTION: -Prepare summaries and analysis of current client's accounts -Oversee implementation of plans -Answer service questions and requests from clients -Manage our Investment management strategies. -Oversee trading activity and make sure models are set up properly. -Assist with marketing of our investment management strategies.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Witt'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
July 23, 2024 - Present
ANTOLINO WEALTH ADVISORS
Office #1: 150 E. Broad St. Suite 100, Columbus, OH 43215RIA
CRD#: 119829
COLUMBUS, OH
Current
September 30, 2019 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 150 E. Broad St Suite 100, Columbus, OH 43215BD
CRD#: 42046
COLUMBUS, 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".
AW
ANTOLINO WEALTH ADVISORS
AA FINANCIAL ADVISORS, LLC | THE CRICKET COMPANY | J.E. MORRISON & ASSOCIATES, INC. | BARTON & ASSOCIATES, INC. | ANTOLINO WEALTH ADVISORS | ANTOLINO AND ASSOCIATES, INC. DBA AA FINANCIAL ADVISORS | ANTOLINO AND ASSOCIATES, INC.
CRD#: 119829 / SEC#: 801-125806
RIA
Registered Investment Advisory firm - (6/3/2022 Approved)Louisiana
Registered Investment Advisory firm - (6/21/2022 Terminated)Ohio
Registered Investment Advisory firm - (6/23/2022 Terminated)Texas
Registered Investment Advisory firm - (6/21/2022 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
North Carolina(7/23/2024)
RR
North Carolina(4/1/2025)
RR
Ohio(10/14/2019)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Passed: 9/28/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AW
ANTOLINO WEALTH ADVISORS
AA FINANCIAL ADVISORS, LLC | THE CRICKET COMPANY | J.E. MORRISON & ASSOCIATES, INC. | BARTON & ASSOCIATES, INC. | ANTOLINO WEALTH ADVISORS | ANTOLINO AND ASSOCIATES, INC. DBA AA FINANCIAL ADVISORS | ANTOLINO AND ASSOCIATES, INC.
CRD#: 119829 / SEC#: 801-125806
RIA
Registered Investment Advisory firm - (6/3/2022 Approved)Louisiana
Registered Investment Advisory firm - (6/21/2022 Terminated)Ohio
Registered Investment Advisory firm - (6/23/2022 Terminated)Texas
Registered Investment Advisory firm - (6/21/2022 Terminated)Loading...
Contact information
Main Address
150 E. Broad St. Suite 100, Columbus, OH 43215
Mailing Address
Phone number
(614) 442-3355
Established
Firm type
Fiscal year end
# of Employees
31
SEC notice filing (24 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,817 |
| AUM (Assets Under Management) | $ 1,418,568,755 |
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.
