Jason M Elchert

Current Employers

Employment History

• 06/2001 → Present
  Savage & Associates
  Toledo, OH
• 07/2013 → Present
  Royall Alliance
  Findlay, OH

Previous Registrations

• 2005-03-25 → 2013-07-10
  Walnut Street Securities, Inc.
  Findlay, OH
  Findlay, OH
• 2002-05-10 → 2006-11-02
  Walnut Street Advisers Inc
  Toldeo, OH

Other Businesses

1) SAVAGE AND ASSOCIATES POSITION: AGENT NATURE: CORPORATION INVESTMENT RELATED: YES NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2001 ADDRESS: 655 FOX RUN RD., Suite N FINDLAY OH 45840. DESCRIPTION: WORKING WITH CLIENTS ON ANY INSURANCE NEEDS THAT ARRISE, INCLUDING LIFE AND HEALTH. 2) ELCHERT FINANCIAL. POSITION: Owner; NATURE: S Corp; INVESTMENT RELATED: Yes; NUMBER OF HOURS: 1; SECURITIES TRADING HOURS: 0; START DATE: 12/17/2014; ADDRESS: 2498 Bluestone Dr, Suite A, Findlay OH 45840, United States; DESCRIPTION: Entity created for tax purposes to pay my staff and myself 3) RENTAL INCOME POSITION: Property Owner NATURE: Rental income from personally owned farm ground. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 9660 Twp Rd 95, Findlay OH 45840, United States DESCRIPTION: Rental Income from personally owned farm ground 4) SAVAGE & ASSOCIATES POSITION: Financial Professional NATURE: Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/01/2001 ADDRESS: 2498 Bluestone Dr, Suite A, Findlay OH 45840, United States DESCRIPTION: Oversee client investments, make recommendations, manage a portfolio as part of my primary function as FP. 5) JASON ELCHERT, INSURANCE AGENT POSITION: Insurance Agent NATURE: Sole prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2001 ADDRESS: 2498 Bluestone Dr, Suite A, Findlay OH 45840, United States DESCRIPTION: Sell and service insurance products to my clients. 6) SAVAGE & ASSOCIATES - SHAREHOLDER POSITION: Board Member NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/16/2026 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Oversee direction of the company

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-05-19