Jason Feist has been an investment adviser representative at Center for Wealth Management since June 2014, and is not listed among the firm’s executive officers or direct owners. Jason Feist holds a Bachelor's Degree in Accounting from the University of Cincinnati.
Center for Wealth Management LLC. is a firm with $228M under management, 646 clients and 5 advisers across 2 offices, as of its May 2026 filing.
Jason Feist is Private Wealth Manager of Center for Wealth Management Advisory. He started his career with Sporty's in Batavia, Ohio as an Assistant Controller, then served in accounting and finance roles in Fifth Third Bank's Corporate Finance department. He has served as Private Wealth Manager for the last eight years.
Jason Feist’s longest registration is the current one, 12 years at Center for Wealth Management since 2014. Before joining Center for Wealth Management in 2014, Jason Feist was registered through LPL Financial LLC.
- – present · 12 yearsMilford, OH · Adviser representative · Firm CRD 171221
- LPL Financial LLC– · 7 yearsCincinnati, OH · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Jason Feist is registered as an investment adviser representative in Ohio, since June 2014.
- OhioSince 25 June 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 28 November 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 November 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jason Daniel Feist
- CRD
- 5211640
- Firm
- Center for Wealth Management · CRD 171221
- Office
- Milford, OH
- Registration
- Investment adviser registration
- In the industry since
- October 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- centerforwealthmanagement.com
Where does Jason Feist work?
Jason Feist is an investment adviser representative registered through Center for Wealth Management LLC. since June 2014, and is not listed among the firm’s executive officers or direct owners.
Is Jason Feist a financial advisor?
Yes. Jason Feist has a current investment-adviser registration in Ohio, through Center for Wealth Management since June 2014.
How many years of experience does Jason Feist have?
Jason Feist has 18 years in the financial industry, since October 2008, across 2 adviser firms.
What exams has Jason Feist passed?
Jason Feist has passed 2 licensing exams: the Series 6 and Series 63. The earliest, the Series 6, was passed in November 2006. FINRA credited Jason Feist with the SIE, which began in October 2018.
Where is Jason Feist based?
Jason Feist’s registered office is in Milford, OH.
Is Jason Feist registered with FINRA?
No. Jason Feist has no current broker registration.
How can I verify Jason Feist’s record?
Search CRD 5211640 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Feist’s full registration record.