Jason Connell
Investment adviser representative at Croak Capital
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$363.9MFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Croak CapitalMar 2026 to now
- Croak Asset ManagementMar 2026 to now
- Winovich Wealth PartnersSep 2024 to Feb 2026
- Ameritas Advisory Services, LLCNov 2021 to Feb 2026
- Ameritas Investment CorpMar 2018 to Feb 2026
- Wilcox Financial / Wilcox Sports ManagementMar 2018 to Sep 2024
- JPMorgan Securities LLCMay 2016 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (OH).
Croak Capital
Legal name: Croak Asset Management, LLC
$363.9MAssets managed
784Clients
7Advisers
4 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
- 5740686
- Firm CRD
- 297666