Jason Myers
Jason Myers is a registered investment advisor at Signature Equity Partners, LLC, based in Columbus, OH, with 24 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,056 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Signature Equity Partners offers investment management through various programs:
VISION2020 Wealth Management Platform:
- Advisor Managed Portfolio Program: Fees range from 0.25% to 1.75% annually, negotiated with your advisor.
- Unified Managed Account Program: Fees range from 0.25% to 1.75% annually, negotiated with your advisor.
Independent Portfolio Management Services:
- Fees range from 0.25% to 1.75% annually, negotiated with your advisor.
Fees are based on the value of your account and can be tiered or a flat percentage. Fees are typically deducted from your account. The specific fee and payment frequency are detailed in your advisory agreement.
Location
445 Hutchinson Ave, Suite 800, Columbus, OH, 43235
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2014Customer Dispute
February 2012Other Business ActivitiesSells Insurance
Jason conducts investment and insurance business through Signature Financial Group, LLC, dedicating full-time hours to sales/marketing of securities, investment advisory, and insurance products. He also spends a few hours per week on sales/marketing of fixed annuities and non-variable insurance through Signature Financial Group, LLC, and a few hours per week as an Investment Advisor Representative with Signature Equity Partners, LLC.
Employment History
Current Registrations
Signature Equity Partners, LLC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Key Investment Services LLC
Key Investment Services LLCBroker
Natcity Investments, INC.Broker
A. G. Edwards & Sons, INC.Broker
Tiche Capital Strategies LLCBroker
Emmett a Larkin Company, INC.Broker
State Registrations7 states
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.