Jason Pinson
212 Wealth Management Group · Loveland, Ohio
Jason Pinson is a fee-only financial advisor at 212 Wealth Management Group in Loveland, Ohio. 212 Wealth Management Group reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | 212 Wealth Management Group |
|---|---|
| Based in | Loveland, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $24.3M across 209 accounts |
| SEC registration | Investment adviser representative in OH · CRD 3166743 |
| Exams passed | Series 63 (2009) · Series 66 (2013) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Jason's firm compares
- 212 Wealth Management Group's average account is about $116,000, from its Form ADV (assets managed divided by 209 accounts).
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Questions about Jason
Is Jason Pinson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and 212 Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, 212 Wealth Management Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Jason Pinson based?
Jason Pinson is based in Loveland, Ohio.
Is Jason Pinson registered with the SEC?
Yes. Jason Pinson is registered as an investment adviser representative in OH (CRD 3166743), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 212 Wealth Management Group manage?
212 Wealth Management Group reports $24.3M across 209 accounts in assets under management.
How do I contact Jason Pinson?
Contact details aren't on file yet. Search for 212 Wealth Management Group.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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