Jason Michael Muchortow

Current Employers

Employment History

• 12/2015 → Present
  Muchortow & Associates
  Rochester, MI
• 12/2015 → 09/2025
  Avantax Investment Services, Inc.
  Rochester, MI
• 07/2016 → 09/2025
  Avantax Advisory Services
  Rochester, MI
• 11/2018 → 10/2021
  Utica High School Junior Varsity Basketball Team
  Shelby Township, MI
• 01/2022 → Present
  Muchortow + Paperd Advisors Llc
  Rochester, MI
• 05/2023 → 04/2026
  Utica High School Girls Basketball
  Utica, MI
• 05/2024 → Present
  Puternic Koinonia Llc
  Washington, MI
• 02/2025 → Present
  Anchorpointe Wealth Advisors
  Rochester, MI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Rochester, MI
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2016-07-14 → 2025-09-05
  Avantax Advisory Services
  Rochester, MI

Other Businesses

1) Muchortow & Associates LLC~'NIR'~800 W. University Dr., Suite A~Rochester~MI~48307~Accounting~Other~12/1/2015~160hrs~80hrs~Tax and accounting services. 2) Rochester Advisory Group LLC~'NIR'~800 W. University, Ste A~Rochester~MI~48307~Other~Other~1/20/2016~0hrs~0hrs~No current job responsibilities. Entity is being set up as a multi-member LLC to share rent and common office costs among HD Vest advisors sharing space at the listed address. 3) PUTERNIC KOINONIA LLC POSITION: Sole Member NATURE: The LLC provides sports camps and instruction in Michigan. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: 60869 Lake Edge, Washington MI 48094, United States DESCRIPTION: I am in charge of organizing, running and staffing the sports camps and instruction sessions that are held and keeping the books and records of the company for tax and financial reporting purposes. 4) ANCHORPOINTE WEALTH ADVISORS POSITION: Financial Advisors NATURE: We are merging Muchortow & Associates with Jeff Freeman as well as Wood & Associates to operate as a single financial services firm. We will offer the same services that were offered previously with our relationship with Avantax (investments, advisory services, tax services, retirement services, insurance, etc.) but under a single company called AnchorPointe Wealth Management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 130 START DATE: 02/07/2025 ADDRESS: 800 W University Dr, Suite A, Rochester MI 48307, United States DESCRIPTION: Provide assistance as a non-producing sub rep to Mike Muchortow, Jeff Freeman and Gary Wood, including Financial Plan creation using E-money software, assist with advisory, brokerage and annuity account set-up and maintenance using the various Avantax software platforms, perform investment due diligence and research, and assist with rebalancing/trading/money movement for client accounts. 5) Rochester Advisory Group LLC; Other; Other; NIR; 0; 01/20/2016; 800 W. University, Ste A Rochester MI 48307; No current job responsibilities. Entity is being set up as a multi-member LLC to share rent and common office costs among Avantax advisors sharing space at the listed address. 6) Muchortow + Paperd Advisors LLC; CPA; Company offers tax and accounting services to clients. Services include federal and state tax return preparation (business, individual, trust and estate), Financial statement services (compilation, reviews, prepared statements) accounting and bookkeeping services. Company also offers assistance with tax notice resolution, business entity selection and business start-up assistance.; NIR; 80; 01/01/2022; 800 W University Dr Rochester MI 48307; Manage day to day operations of company (employees, administrative functions, etc.)Provide Tax and accounting services to clients (preparation of returns, financial statements)Tax Notice ResolutionReview and sign off of work prepared by other accountants in the company

Exams

• S66 Uniform Combined State Law Examination
  2016-02-13