Jason A Tosh
Investment adviser representative at Arena Private Wealth
16 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$404.7MFirm assets
Are you Jason A Tosh? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Arena Private WealthOct 2024 to now
- Objective Capital Management, LLCApr 2021 to now
- Mutual Securities, Inc.Apr 2021 to Jan 2025
- Fifth Third SecuritiesSep 2009 to Apr 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 4 states (FL, IL, OH, TX).
Arena Private Wealth
Legal name: Ocm Private Wealth, LLC
$404.7MAssets managed
237Clients
7Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5189063
- Firm CRD
- 332302