Jason Demland is a CFP-designated registered investment advisor at Demland Wealth LLC, based in Defiance, OH, with 12 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 86 clients with $24M 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 $600K | 1.50% |
| $600K - $1.0M | 0.75% |
| $1M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Contact
Jason Demland
Location
1125 Ralston Ave., Defiance, OH, 43512
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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 →Employment History
Current Registrations
Demland Wealth LLC
Previous Registrations
Blue Jay Financial Group, LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
State Registrations2 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.