Jason Austerman (CRD# 6103089) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Middletown, OH and has over 11 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
U.s. Bancorp Investments, Inc. | Hamilton, OH | Nov 2023 - Current | < 1 |
Fifth Third Bank | Cincinnati, OH | Jan 2019 - Nov 2023 | 4 |
Fifth Third Securities | Cincinnati, OH | Jan 2019 - Nov 2023 | 4 |
Pasco County Schools | Land O' Lakes, FL | Aug 2019 - Dec 2019 | < 1 |
Unemployed | Cincinnati, OH | Jun 2019 - Aug 2019 | < 1 |
The Prudential Insurance Company Of America | Cincinnati, OH | Oct 2018 - Jun 2019 | < 1 |
Pruco Securities LLC | Cincinnati, OH | Oct 2018 - Jun 2019 | < 1 |
Unemployed | Hamilton, OH | Jul 2018 - Oct 2018 | < 1 |
Ameriprise Financial Services, Inc. | Cincinnati, OH | Sep 2015 - Jul 2018 | 2 |
Edward Jones | St. Louis, MO | Aug 2012 - Sep 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
- OH
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Total Assets Under Management15,875MILLIONS
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Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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