Jason Daniel Feist
Investment adviser representative at Center for Wealth Management Advisory
18 yearsExperience
1 stateRegistered in
$227.8MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Center for Wealth Management AdvisoryJun 2014 to now
- Center for Wealth ManagementJun 2014 to now
- LPL FinancialOct 2008 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 1 state (OH).
Center for Wealth Management Advisory
Legal name: Center for Wealth Management LLC.
$227.8MAssets managed
646Clients
5Advisers
8 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
- 5211640
- Firm CRD
- 171221