Jason Mcquown

Current Employers

Employment History

• 08/2003 → Present
  Westerville City Schools
  Westerville, OH
• 12/2025 → Present
  Kestra Advisory Services, Llc
  New Albany, OH
• 06/2026 → Present
  Osaic Wealth Inc
  Scottsdale, AZ

Previous Registrations

• 2025-12-22 → 2026-06-25
  Kestra Advisory Services, Llc
  Austin, TX
  New Albany, OH

Other Businesses

1. JAM & ASSOCIATES, LLC POSITION: Owner NATURE: LLC, private corporation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 3222 Farmers Delight Drive, Lewis Center OH 43035, United States DESCRIPTION: I am the Sole Member and passive owner of this LLC. The entity was created exclusively for administrative purposes to run personal business expenses, manage tax planning, and isolate liability. I do not engage in any active operational business, I do not provide any services or sell products to the public through this entity, and it has zero customer-facing activity. No investment-related advice or securities transactions are conducted within this entity. All administrative tasks are handled completely outside of market trading hours. 2. WESTERVILLE CITY SCHOOLS TEACHER POSITION: 2nd Grade Teacher NATURE: As a 2nd grade teacher, I help students build foundational skills in reading, writing, math, science, and social studieswhile also supporting their social and emotional development. An elementary teacher creates a safe, engagingclassroom environment, adapts lessons to meet diverse learning needs, and works closely with families and school staffto support student success. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 32 START DATE: 08/04/2003 ADDRESS: 7117 Mt. Royal Avenue, Westerville OH 43082 DESCRIPTION: A second grade teacher is an education professional whose primary business is to educate, guide, and support 7 to 8 year old children in their early academic development. I am responsible in teaching core subjects areas including reading, writing, mathematics, science, and social studies. The delivered lessons are aligned with state and national standards and use varied instructional methods to reach all learners. 3. SOCCER REFEREE POSITION: Independent Contractor NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: PO Box 122, Dublin OH 43017 DESCRIPTION: As a soccer referee, my primary duty is to enforce the Laws of the Game while prioritizing player safety and maintaining a neutral, professional environment. General activities include conducting pre-match safety inspections, managing onfield conflict, and keeping the official record of goals and disciplinary actions. I will aslo have a "duty of care" to monitor for injuries and ensure all equipment meets safety standards 4. WESTERVILLE SAFETY CITY POSITION: Director NATURE: Westerville Safety City is a non profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2026 ADDRESS: 3222 Farmers Delight Drive, Lewis Center OH 43035-8379 DESCRIPTION: I schedule the teachers and students in each classroom. I am in charge of coordinating the activities for each classroom. I am also on call for all classroom to help. Myself and another teacher are also responsible for paying bills and paying the staff for their time. 5. PRIVATE ACADEMIC TUTORING POSITION: independent tutor NATURE: Private tutoring services for k-12 students. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2026 ADDRESS: 3222 Farmers Delight Drive, Lewis Center OH 43035, United States DESCRIPTION: I provide one-on-one academic tutoring and instructional support for elementary and middle school students. Services include subject-matter tutoring, homework help, and foundational skill development. No Securities/Financial Overlap: All instruction is strictly academic and entirely unrelated to financial services, investments, or securities. Time Separation: All tutoring takes place outside of normal securities trading and financial advisory operating hours. No Cross-Solicitation: Tutoring clients and their families are not solicited for financial advisory or investment services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-01

Other Names

• Jason Mcquown
• Jason Allen Mcquown