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Jason Mahoney Odell

Earned Wealth Advisors, LLC

Walnut Creek, CA

Cincinnati, OH

CRD 2715995

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Employer firm

Earned Wealth Advisors, LLC CRD 108052

$3.11B regulatory AUM 20 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Earned Wealth Advisors, Llc

165 Lennon Lane Suite 200, Walnut Creek, CA 94598 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-12-08
  • OH RA
    APPROVED
    Since 2025-12-08

Branch Locations

165 Lennon Lane Suite 200, Walnut Creek, CA 94598 • United States

8044 Montgomery Rd Ste 440, Cincinnati, OH 45236 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ojm Group, Llc Cincinnati OH 04/2002 12/2025
Guardian Publishing, Llc Los Angeles CA 10/2007 Present
Earned Wealth Advisors, Llc D/B/A Ojm Group, Llc Cincinnati OH 12/2025 Present
  • 04/2002 → 12/2025
    Ojm Group, Llc
    Cincinnati, OH
  • 10/2007 → Present
    Guardian Publishing, Llc
    Los Angeles, CA
  • 12/2025 → Present
    Earned Wealth Advisors, Llc D/B/A Ojm Group, Llc
    Cincinnati, OH
Previous Registrations
  • 2005-09-08 → 2025-12-11
    Ojm Group, Llc
    Cincinnati, OH
  • 2003-01-30 → 2009-09-24
    Cincinnati, OH
    Cincinnati, OH
Other Businesses

GUARDIAN PUBLISHING: PUBLIC SPEAKING, PUBLICATIONS, CO-AUTHORING BOOKS. TIME SPENT ON THIS ACTIVITY MAY VARY THROUGHOUT THE YEAR, BUT USUALLY ACCOUNTS FOR UP TO A FEW HOURS PER WEEK AND GENERALLY NOT DURING MARKET HOURS

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-02-09
  • S63 Uniform Securities Agent State Law Examination
    1998-02-09
Other Names
  • Jason M Odell

View on SEC IAPD

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