JP
Jason Pinson
from 365 Wealth Management Group
Jason Pinson is a financial advisor based in Ohio, Mason,
with 16 years of experience. Jason currently works for
365 Wealth Management Group.
Jason maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jason Pinson works at 365 Wealth Management Group
365 Wealth Management Group is a financial advisory firm based in Mason, Ohio. It currently has approximately $114,848,449 of assets under management and employs about 7 people. 365 Wealth Management Group uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
7 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and performance-based fees
Office location
5770 Gateway Blvd, Suite 102, Mason, Ohio, 45040
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