Jason Gaylor
Jason Gaylor is a registered investment advisor at Private Advisor Group, LLC, based in Dublin, OH, with 17 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 Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.
Fee Estimator
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 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.
Exams
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