Jason Paul Kuhnle

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → Present
  Lpl Financial Llc
  Sandusky, OH
• 06/2015 → Present
  Civista Bank
  Sandusky, OH

Previous Registrations

• 2009-11-13 → 2015-06-04
  Pnc Wealth Management Llc
  Norwalk, OH
  New London, OH
  Tiffin, OH
  Berea, OH
  Port Clinton, OH
  Norwalk, OH
  Tiffin, OH
  Willard, OH
  Norwalk, OH
  Monroeville, OH
  Norwalk, OH
  Willard, OH
• 2004-05-26 → 2009-11-13
  Natcity Investments, Inc.
  Cleveland, OH
  Norwalk, OH
  New London, OH
  Cleveland, OH

Other Businesses

1)6/15/15-CIVISTA INVESTMENTS/DBA FOR LPL BUSINESS/100%/SANDUSKY, OH 2) 4/23/2019 - JKDG Properties, LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 09/01/2018 - 0 Hours Per Month. 3) 6/3/2019 - Civista Wealth Management - Investment related - At reported business location(s) - Financial Institution Duty - Director of Wealth Management - start date: 01/01/2018 - 120 Hours Per Month During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2003-03-17