Best Investors Account Sign in
Inactive

Jason R Fedak

Core Planning

Ofallon, MO

New Milford, CT

Claim This Profile
Current Employers
Core Planning

706 N Main St, Ofallon, MO 63366 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-27
MO RA APPROVED 2021-02-18
  • CT RA
    APPROVED
    Since 2025-03-27
  • MO RA
    APPROVED
    Since 2021-02-18

Branch Locations

706 N Main St, Ofallon, MO 63366 • United States

New Milford, CT • 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
OrganizationCityStateFromTo
Core Planning St. Louis MO 02/2021 Present
New Milford Hospital Er New Milford CT 06/2018 Present
Afc Urgent Care Danbury CT 07/2013 07/2018
Danbury Hospital Er Danbury CT 07/2007 07/2018
  • 02/2021 → Present
    Core Planning
    St. Louis, MO
  • 06/2018 → Present
    New Milford Hospital Er
    New Milford, CT
  • 07/2013 → 07/2018
    Afc Urgent Care
    Danbury, CT
  • 07/2007 → 07/2018
    Danbury Hospital Er
    Danbury, CT
Other Businesses

New Milford Hospital ER New Milford, CT 06776 Physician Assistant, non investment related 06/2018 - Present

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-01
  • S65 Uniform Investment Adviser Law Examination
    2020-06-01

View on SEC IAPD

Other Firms

EDWARD JONES
CENTORBI FINANCIAL GROUP, INC.
FORTIS CAPITAL ADVISORS, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MAINSTREET RIA LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Other Investors

Jared M Mora
CHAD MICHAEL CENTORBI
Stephen Thomas Bommarito
Benjamin Phillip Wishman
James Corey Rudd
Daniel Dean Joseph Farner
John Thomas Farner
Bryce Starzyk

Other Offices

EDWARD JONES · OFALLON, MO
CENTORBI FINANCIAL GROUP, INC. · O'FALLON, MO
EDWARD JONES · O'FALLON, MO
EDWARD JONES · O'FALLON, MO
EDWARD JONES · O'FALLON, MO
FORTIS CAPITAL ADVISORS, LLC · O'Fallon, MO
LPL FINANCIAL LLC · O'FALLON, MO
CETERA INVESTMENT ADVISERS LLC · O'FALLON, MO

More in Ofallon, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor