Jason Hoeltzel has been an investment adviser representative at Kissling Financial Services since February 2025, and is not listed among the firm’s executive officers or direct owners.
Kissling Financial Services, LLC is a New Castle, PA firm with $165M under management, 704 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Jason Hoeltzel’s longest registration was 3 years at Prudential Financial Planning Services (2020–2024). Before joining Kissling Financial Services in 2025, Jason Hoeltzel was registered through Foundations Investment Advisors LLC and Prudential Financial Planning Services.
- – present · 1 yearNew Castle, PA · Adviser representative · Firm CRD 299531
- Foundations Investment Advisors LLC– · under a yearZelienople, PA · Adviser representative · Firm CRD 175083
- Prudential Financial Planning Services– · 3 yearsCanonsburg, PA · Adviser representative · Firm CRD 5685
Investment adviser representative registrations
Jason Hoeltzel is registered as an investment adviser representative in Pennsylvania, since February 2025.
- PennsylvaniaSince 28 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 17 November 2020 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 May 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 14 June 2016 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Scott Hoeltzel
- CRD
- 4446833
- Firm
- Kissling Financial Services · CRD 299531
- Office
- 5117 ERIE STREET, New Castle, PA 16102
- Registration
- Investment adviser registration
- In the industry since
- November 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Hoeltzel work?
Jason Hoeltzel is an investment adviser representative registered through Kissling Financial Services, LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jason Hoeltzel a financial advisor?
Yes. Jason Hoeltzel has a current investment-adviser registration in Pennsylvania, through Kissling Financial Services since February 2025.
How many years of experience does Jason Hoeltzel have?
Jason Hoeltzel has 14 years in the financial industry, since November 2011, across 3 adviser firms.
What exams has Jason Hoeltzel passed?
Jason Hoeltzel has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in June 2016. FINRA credited Jason Hoeltzel with the SIE, which began in October 2018.
Where did Jason Hoeltzel work before Kissling Financial Services?
Before Kissling Financial Services, Jason Hoeltzel was registered through Foundations Investment Advisors LLC, June 2024 to January 2025; Prudential Financial Planning Services, November 2020 to April 2024.
Where is Jason Hoeltzel based?
Jason Hoeltzel’s registered office is in New Castle, PA.
Is Jason Hoeltzel registered with FINRA?
No. Jason Hoeltzel has no current broker registration.
How can I verify Jason Hoeltzel’s record?
Search CRD 4446833 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Hoeltzel’s full registration record.