Jason Lynn Ramage

Current Employers

Employment History

• 08/2014 → 01/2021
  Fidelity Brokerage Services Llc
  Covington, KY
• 01/2021 → Present
  Touchpoint Wealth Partners
  Cincinnati, OH
• 07/2021 → Present
  Valmark Advisers
  Akron, OH

Other Businesses

1.) Shareholder; BrewDog USA Inc; 96 Gender Rd., Canal Winchester, OH 43110;NOT Investment Related; Owns 11 shares of equity; Approximately 1-5 hours per month; No compensation expected./// 2.) FPA of Southwestern Ohio; Cincinnati, OH; Board Member; non-profit organization providing CFP(r) professionals with practice support, learning, advocacy, and networking; investment related; volunteer position, no compensation. /// 3.) 05/2022; Diversified Brokerage Specialists; Blue Ash, OH; Insurance brokerage; Disability sales; receive commission from insurance product sale; not investment related./// 4.) TouchPoint Wealth Partners; 4605 E. Galbraith Ave. Ste. 200, Cincinnati, OH 45236; Financial Advisor / Paraplanner, Assist with financial plan preparation, research, and follow-up for advisory clients; ad-hoc projects as needed; market to prospective clients and deliver advice to clients assigned to me as Advisor; YES Investment Related: Start Date 1/25/2021; Approximately 40+ hrs. per month; Perception of conflict of interest by nature of soliciting business from prospective and existing clients; Salary for Paraplanner role and bi-annual bonus based on performance./// 5.) Dameli Ventures; Participant with various providers (AlphaSights, FPInsights, etc.); Professional surveys; Participant; Complete surveys seeking confidential input from financial professionals; NOT Investment Related; Start Date 01/0/2024; Approximately 1-5 hrs. per month; Direct deposit or gift cards.///

Exams

• S66 Uniform Combined State Law Examination
  2021-08-02
• S63 Uniform Securities Agent State Law Examination
  2015-08-18

Designations