Jason Daniel Feist

Current Employers

Center For Wealth Management Advisory

Milford, OH • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2014-06-25

OH RA
APPROVED

Since 2014-06-25

Branch Locations

Milford, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial	Cincinnati	OH	10/2008	Present
Center For Wealth Management	Cincinnati	OH	06/2014	Present

10/2008 → Present

Lpl Financial

Cincinnati, OH
06/2014 → Present

Center For Wealth Management

Cincinnati, OH

Previous Registrations

2008-10-06 → 2015-11-02

Lpl Financial Llc

Milford, OH

Other Businesses

1. 12/3/2008 - DBA ONLY - CENTER FOR WEALTH MANAGEMENT, LLC 2. 12/4/2008 - TAX PREP/ACCOUNTING/BOOKKEEPING - GLOBAL TAX MANAGEMENT, LLC - SEASONAL TAX PREPARATION, ACCOUNTING, BOOKKEEPING, PAYROLL. - TIME SPENT 10% 3. 09/15/2014 - CENTER FOR WEALTH MANAGEMENT, LLC - REGISTERED INVESTMENT ADVISOR HYBRID - TIME SPENT 120 HOUR PER MONTH - CINCINNATI, OH 4. name; Live Your Best Life LLC DBA Create Your Best Life Today investment-related; No address; 810 Eastgate North Dr Ste 136 Cincinnati OH 45245 nature business; This is a Lifestyle Marketing Brand/Company; position; CFO/Partner start date; 2024-04-01 hours/month devoted to business; 3 hours devoted to business during securities trading hours; 0 duties; Strategic planning and all accounting/CFO functions

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2007-11-28

S63 Uniform Securities Agent State Law Examination

2007-11-28

Other Names

Jason Feist

View on SEC IAPD