Jason Zawalich is a registered investment advisor at Touchstone Advisors INC, based in Cincinnati, OH, with 8 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 41 clients with $29B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
76 advisors
IM Fee
Planning only
Assets Under Management
$29.1B
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Location
303 Broadway, Suite 1100, Cincinnati, OH, 45202-4203
Get directionsHistory
Regulatory History
Clean regulatory record
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
Touchstone Advisors INC
November 2025 - Present · 6 mos
Touchstone Securities, LLCBroker
November 2025 - Present · 6 mos
Previous Registrations
Allianz Life Financial Services, LLCBroker
January 2024 - April 2025 · 1 yr 3 mos
Touchstone Advisors INC
December 2019 - January 2024 · 4 yrs 1 mo
Touchstone Securities, INC.Broker
October 2018 - January 2024 · 5 yrs 3 mos
Ohio National Equities, INC.Broker
December 2016 - September 2018 · 1 yr 9 mos
State Registrations2 states
KYOH
AdvisorBrokerBoth
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
No exam information available for this advisor.