Jason Martin Katz

Employer firm

Bartlett & Co. Wealth Management LLC CRD 292246

$10.3B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS

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

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

Current Employers

Employment History

• 10/2009 → 02/2017
  The Gorilla Glue Company
  Cincinnati, OH
• 02/2017 → 04/2018
  Bartlett & Co. Llc
  Cincinnati, OH
• 04/2018 → Present
  Bartlett & Co Wealth Management
  Cincinnati, OH

Previous Registrations

• 2017-04-23 → 2018-04-12
  Bartlett & Co. Llc
  Cincinnati, OH
• 2005-02-22 → 2008-08-04
  Deloitte Investment Advisors Llc
  Cincinnati, OH

Other Businesses

1.) Cardinal Spirits, LLC; Not Investment-Related; 922 S. Morton Street, Bloomington, IN 47402; Co-Founder and CFO (May 2013); 10 hours /mo.; 0 hours during trading hours; Preparation of Financial Statements, etc. 2.) Cincinnati Estate Planning Council; Not investment-related; 4010 Executive Park Dr. #100, Cincinnati, OH 45241; Council of estate planners in Cincinnati; 10 hours/mo; 0 hours during trading trading hours; Estate planning

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-02-07
• S63 Uniform Securities Agent State Law Examination
  2004-12-20

Designations

• Certified Financial Planner