Over more than 20 years, Jason Elchert has built a large clientele within the community where he was raised, and he continues to provide a service level that has earned him a loyal client base. His focus is on helping individuals achieve their financial objectives and offering businesses guidance on their corporate retirement needs.

Jason received a degree in mathematics (Magna Cum Laude) from the University of Findlay in 1999. He is a graduate of Arcadia local schools.

Jason and his wife, Lindsay, live in Findlay, Ohio, with their three boys—Jake, Zach, and Seth. Jason contributes to the community by coaching multiple teams, including high school football for more than 15 years and by actively supporting Liberty Benton Schools.

Securities Registered in: AZ, CA, CO, FL, GA, IL, IN, KY, MI, MN, MO, OH

Securities Registration Series: 6, 7, and 63

Securities Designations
AIF^® Accredited Investment Fiduciary
Life and Health License