Jason David Tait

Employer firm

Hantz Financial Services, Inc. CRD 46047

$10.0B regulatory AUM 1,861 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/2009 → 07/2018
  Pnc Bank
  Pittsburgh, PA
• 10/2012 → 07/2018
  Pnc Investments Llc
  Pitsburgh, PA
• 07/2018 → 03/2019
  Giniel Financial
  Ann Arbor, MI
• 03/2019 → 08/2019
  Unemployed
  Ypsilanti, MI
• 08/2019 → 09/2022
  Aaron Babycz Painting
  Chelsea, MI
• 09/2022 → Present
  Hantz Financial Services
  Southfield, MI

Previous Registrations

• 2012-05-08 → 2014-10-09
  Pnc Wealth Management Llc
  Ann Arbor, MI
  Dexter, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-17
• S63 Uniform Securities Agent State Law Examination
  2008-07-10

Other Names

• Jason D Tait