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Jason Connell

Croak Capital

Toledo, OH

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Current Employers
Croak Capital

432 N Superior St., Toledo, OH 43604 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-03-12
  • OH RA
    APPROVED
    Since 2026-03-12

Branch Locations

432 N Superior St., Toledo, OH 43604 • 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
Jpmorgan Securities Llc Columbus OH 05/2016 02/2018
Wilcox Financial / Wilcox Sports Management Toledo OH 03/2018 09/2024
Ameritas Investment Corp Lincoln NE 03/2018 02/2026
Ameritas Advisory Services, Llc Lincoln NE 11/2021 02/2026
Winovich Wealth Partners Toledo OH 09/2024 02/2026
Croak Asset Management Toledo OH 03/2026 Present
  • 05/2016 → 02/2018
    Jpmorgan Securities Llc
    Columbus, OH
  • 03/2018 → 09/2024
    Wilcox Financial / Wilcox Sports Management
    Toledo, OH
  • 03/2018 → 02/2026
    Ameritas Investment Corp
    Lincoln, NE
  • 11/2021 → 02/2026
    Ameritas Advisory Services, Llc
    Lincoln, NE
  • 09/2024 → 02/2026
    Winovich Wealth Partners
    Toledo, OH
  • 03/2026 → Present
    Croak Asset Management
    Toledo, OH
Previous Registrations
  • 2021-11-01 → 2026-02-20
    Ameritas Advisory Services, Llc
    Toledo, OH
    Toledo, OH
  • 2018-04-03 → 2021-11-01
    Ameritas Investment Company, Llc
    Toledo, OH
    Lincoln, NE
    Lincoln, NE
    Lincoln, NE
    Toledo, OH
  • 2017-06-22 → 2018-02-23
    J.P. Morgan Securities Llc
    Columbus, OH
  • 2013-04-15 → 2016-04-05
    Pnc Wealth Management Llc
    Cleveland, OH
    Cleveland, OH
    Lyndhurst, OH
    Jensen Beach, FL
    South Euclid, OH
    Cleveland, OH
    Cleveland, OH
    Cleveland, OH
    Cleveland, OH
    Akron, OH
    Canton, OH
    Cleveland, OH
    Cleveland, OH
    Cleveland, OH
    Navarre, OH
    Massillon, OH
    Akron, OH
    Akron, OH
    N. Canton, OH
    Akron, OH
    Seville, OH
    Akron, OH
    Cleveland, OH
    Cleveland, OH
    Seville, OH
    Florence, SC
  • 2011-07-13 → 2013-04-09
    Edward Jones
    Cleveland, OH
    St Louis, MO
    St Louis, MO
    Highland Heights, OH
    Lexington, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-05-13
S63 Uniform Securities Agent State Law Examination 2010-01-13
  • S66 Uniform Combined State Law Examination
    2011-05-13
  • S63 Uniform Securities Agent State Law Examination
    2010-01-13
Designations
Other Names
  • Jason Connell
  • Jason W Connell

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
GURNEE GROUP, LLC
OSAIC WEALTH, INC.
EDWARD JONES
EAGLE STRATEGIES LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC

Other Investors

RYAN PHILLIP KELLEY
BRETT RYAN JERGENS
Carter Dye
DANIEL JOSEPH DERRIG
GREGORY FOCKLER
Heather Beier
Brandon Edward Rodriguez
KATHRYN LEE KELLEY

Other Offices

LPL FINANCIAL LLC · TOLEDO, OH
CETERA INVESTMENT ADVISERS LLC · TOLEDO, OH
GURNEE GROUP, LLC · TOLEDO, OH
OSAIC WEALTH, INC. · TOLEDO, OH
EDWARD JONES · TOLEDO, OH
EAGLE STRATEGIES LLC · TOLEDO, OH
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Toledo, OH
AMERITAS ADVISORY SERVICES, LLC · TOLEDO, OH

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