Jason Fisher
Advisor at StraightLine
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Jason Fisher is a financial advisor at StraightLine with 20 years of industry experience. He has been with StraightLine Group LLC since 2004 and holds a Series 66 designation. Jason is licensed to sell insurance products to clients who have insurance needs. StraightLine serves individual investors, retirement-plan sponsors, small businesses, and institutional clients by providing discretionary investment management, financial planning, and participant education through seminars and webinars. The firm uses proprietary model portfolios and an internal research team to guide investment decisions and supports a large client base with a ten-advisor team.
Client services
Based on StraightLine
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Consultations
Fee options
Non-discretionary portfolio allocation service: $3,600 annually billed quarterly; Financial Planning standalone service: $2,400 to $4,800 annually.
$0 - $1,500,000: 0.90% $1,500,001 - $3,000,000: 0.75% $3,000,001 - $6,000,000: 0.60% $6,000,001+: 0.45%
Commission-based compensation received from insurance products sold to clients.
Fee-only: Fee-only adviser; fees are flat fees or percentage of AUM; no commissions except for insurance products sold separately.
Location
101 East Sandusky Street, Suite 300
Findlay, OH 45840
Most active in
Jason F has reported serving >5 clients in these states in the last 12 months.
Michigan · Ohio
Work history
Straightline Group LLC
2004 - Present (22 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Findlay, OH
Resolute Wealth Advisor, Inc.
Scott H
CFP®, Series 63, Series 65
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Resolute Wealth Advisor, Inc.
Joshua R
Series 65
Findlay, OH
Hixon Zuercher Capital Management
Anthony H
Series 65
Findlay, OH
Hixon Zuercher Capital Management
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