Jason Rizzo
Jason Rizzo is a registered investment advisor at Fifth Third Securities, INC., based in Delaware, OH, with 23 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 47,014 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable. Maximum fee is 1.50%.
Fee Estimator
Location
15 W. Central Ave, Delaware, OH, 43015
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
June 2009Customer Dispute
October 2008Other Business Activities
Jason is a member/owner of R Squared LLC, a rental property management company. He dedicates minimal time to this activity, and it does not interfere with his duties at the firm.
Employment History
Current Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations25 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.
Exams
More Advisors
- Richard Kamp, ChFCRegents Wealth Management, LLC
- Dustin Hostutler, CFPEdward Jones
- John Haldeman, ChFC
- Matthew Stewart, CFP, ChFCForestview Financial Partners, LLC
- Joseph Davies, CFAChapel Bridge Wealth Advisors
- Jessica Forman, ChFCState Farm Investment Management CORP.