Jason Goncz (CRD# 4085274) is an Investment Advisor Representative working at Esi Financial Advisors in Columbus, OH and has over 21 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equity Services Inc. | Monpelier, VT | Jun 2020 - Current | 3 |
| National Life Group | Westerville, OH | Nov 2018 - Current | 5 |
| Securities America, Inc. | Columbus, OH | Sep 2019 - May 2020 | < 1 |
| Arbor Point Advisors | Columbus, OH | Sep 2019 - May 2020 | < 1 |
| Mml Investors Services | Dublin, OH | Mar 2019 - Sep 2019 | < 1 |
| Mass Mutual Life Insurance Company | Dublin, OH | Dec 2018 - Sep 2019 | < 1 |
| National Life Group/dome Financial Group | Westerville, OH | Sep 2015 - Nov 2018 | 3 |
| Equity Services Inc. | Montpelier, VT | Sep 2015 - Nov 2018 | 3 |
| Pnc Investments | Dublin, OH | Feb 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2002 |
- OH
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Total Assets Under Management2,125MILLIONS
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Total Number of Accounts11,558ACCOUNTS
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Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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