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professional profile

Jason Connell, CFP

IAR Toledo, OH CRD 5740686 Last verified October 2026

Overview

Jason Connell is an investment adviser representative based in Toledo, OH, with 16 years in the industry.

Years in the industry
16
States registered
1
Exams passed
2
Current firms
1

Contact

1 phone number on file

Registrations and licenses

  • Registered in 1 state
  • Series 63
  • Series 66

Every state, with registration and license dates

Firms

Employment history since 2011

Book and practice

Firm assets under management on file

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