Jason Pinson is a registered investment advisor at 212 Wealth Management Group, LLC, based in Loveland, OH, with 20 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
All accounts are grouped when determining fees.
Fee Estimator
Location
Loveland, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jason is an independent travel agent booking vacations for himself, friends, and family, dedicating minimal time to this. He is also a fitness instructor, spending minimal time on this activity as well.
Employment History
Current Registrations
212 Wealth Management Group, LLC
Previous Registrations
365 Wealth Management Group
365 Wealth Management Group
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Mutual of America Life Insurance CompanyBroker
Mutual of America Securities CorporationBroker
Fifth Third Securities, INC.Broker
A. G. Edwards & Sons, INC.Broker
The O.N. Equity Sales CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.