Jason Gaylor
Jason Gaylor is a registered investment advisor at Private Advisor Group, LLC, based in Dublin, OH, with 16 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
5990 Venture Dr Suite B, Dublin, OH, 43017
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2025Judgment / Lien
June 2017Judgment / Lien
March 2017Other Business Activities
Jason works with Cardinal Wealth Partners and Private Advisor Group, providing investment advisory services, dedicating full-time hours to these activities. He also owns rental real estate, including renting office space to Kennedy Law, LLC, but these activities require minimal time.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Money Concepts Capital CORPBroker
Money Concepts Advisory Service
State Registrations6 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.