Jason Richard Engel

Current Employers

Employment History

• 03/2003 → 07/2025
  Comprehensive Financial Group
  Williamsport, PA
• 09/2014 → 06/2021
  Voya Financial Advisors
  Williamsport, PA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2025 → Present
  Creative Financial Strategies
  Williamsport, PA
• 07/2025 → Present
  5 Guys Financial Llc
  Williamsport, PA
• 01/2026 → Present
  Dad'S Hat Inc
  Williamsport, PA

Previous Registrations

• 2006-02-24 → 2021-06-09
  Voya Financial Advisors, Inc.
  Watsontown, PA
  Williamsport, PA
  Watsontown, PA
  Montoursville, PA
  Williamsport, PA
  Huntingdon, PA
  State College, PA
  State College, PA
  Windsor, CT

Other Businesses

1. NAME OF ENTITY: Independent Insurance Agent; Yes; 1720 EAST THIRD ST; WILLIAMSPORT; PA; 17701; FIXED INSURANCE SALES; Independent Insurance Agent; 1/9/2013; 160; 160; SALE OF FIXED INSURANCE PRODUCTS. 2. NAME OF ENTITY:Jason Engel; No; 41 Charlotte St.; Williamsport; PA; 17701; Rental Property; Landlord; 10/1/2018; 1; 0; Landlord 3. NAME OF ENTITY:JASON ENGEL-RENTAL; No; 810 Packer St; Williamsport; PA; 17701; RENTAL PROPERTY; owner; 2/26/2021; 1; 0; MAINTAIN AND COLLECT RENT 4. NAME OF ENTITY:Arize Federal Credit Union; Yes; 650 Science Park Road; State College; PA; 16803; Financial services to credit union clients.; Financial Advisor; 3/1/2021; 5; 5; Offer investment and fixed products to customers of credit union. 5. NAME OF OTHER BUSINESS: CREATIVE FINANCIAL STRATEGIES; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 7/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 6. NAME OF OTHER BUSINESS: 5 GUYS FINANCIAL LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: OSJ OFFICE; START DATE: 07/2025; POSITION/TITLE/RELATIONSHIP: PARTNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: OSJ OFFICE, SUPPORT ADVISORS 7. NAME OF OTHER BUSINESS: DAD'S HAT INC.; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EMPLOYEE BENEFITS; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: PRESIDENT/OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: CREATE LEGAL ENTITY TO PROVIDE EMPLOYEE BENEFITS;

Exams

• S66 Uniform Combined State Law Examination
  2004-09-15