Jason Keith Pinson

Employer firm

212 Wealth Management Group, LLC CRD 338980

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

• 04/2013 → 10/2016
  Morgan Stanley
  Cincinnati, OH
• 01/2015 → 10/2016
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 10/2016 → Present
  Wells Fargo Advisors Financial Network, Llc
  Cincinnati, OH
• 05/2021 → Present
  Axecap Investments Llc
  Cincinnati, OH

Previous Registrations

• 2024-05-20 → 2025-12-31
  365 Wealth Management Group
  Mason, OH
  Loveland, OH
• 2021-05-19 → 2023-12-31
  365 Wealth Management Group
  Mason, OH
  Cincinnati, OH
• 2016-10-24 → 2021-06-15
  Wells Fargo Advisors Financial Network, Llc
  Lafayette, IN
  Cincinnati, OH
  Cincinnati, OH
  Mason, OH
• 2013-06-19 → 2016-10-29
  Morgan Stanley
  Cincinnati, OH
  Cincinnati, OH

Other Businesses

OUTSIDE AGENT LINK; NOT INV. RELATED; MYRTLE BEACH, SC; INDEPENDENT TRAVEL AGENT; START DATE 8/1/2017; 1-5 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: BOOK VACTIONS FOR SELF, FRIENDS AND FAMILY. FIRST DISCOUNT TRAVEL AGENCY, NOT INV RELATED, BLUE ASH, OH, TRAVEL AGENT, START 10/16/2017, 2 HOURS PER MONTH, ZERO DURING TRADING, BOOKING VACATIONS. LA FITNESS INSTRUCTOR, NOT INV. RELATED, SYMMES, OH. START: 10/1/18, 2 HOURS/MONTH, 0 DURING TRADING, FITNESS INSTRUCTOR.

Exams

• S66 Uniform Combined State Law Examination
  2013-06-19
• S63 Uniform Securities Agent State Law Examination
  2009-03-30