Jason Wainscott is a control person of Formidable Asset Management and directly owns under 5% of it.
Formidable Asset Management is an investment adviser based in Cincinnati, OH, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and investment companies. Its regulatory assets under management total $903 million, as filed on 14 August 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6176395
- Firm
- Formidable Asset Management · CRD 167555
- Role
- CCO, COO and General Counsel
- In role since
- February 2019 · 7 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Cincinnati, OH
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Wainscott work?
Jason Wainscott has been CCO, COO and General Counsel of Formidable Asset Management, LLC since February 2019, and is a control person of the firm.
How can I verify Jason Wainscott’s record?
Jason Wainscott’s role is listed on Formidable Asset Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 167555.
