Jason Tosh
Arena Private Wealth · Chicago, Illinois
Jason Tosh is a fee-only financial advisor at Arena Private Wealth in Chicago, Illinois, who holds the CFP credential. Arena Private Wealth reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Arena Private Wealth |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $404.7M across 613 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, IL, OH, TX · CRD 5189063 |
| Exams passed | Series 66 (2006) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | arenapw.io |
| Profile |
How Jason's firm compares
- Arena Private Wealth's average account is about $660,000, from its Form ADV (assets managed divided by 613 accounts).
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Questions about Jason
Is Jason Tosh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Arena Private Wealth 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, Arena Private Wealth, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Jason Tosh based?
Jason Tosh is based in Chicago, Illinois.
What credentials does Jason Tosh hold?
Jason Tosh holds the CFP credential.
Is Jason Tosh registered with the SEC?
Yes. Jason Tosh is registered as an investment adviser representative in FL, IL, OH and TX (CRD 5189063), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Arena Private Wealth manage?
Arena Private Wealth reports $404.7M across 613 accounts in assets under management.
How do I contact Jason Tosh?
Through Jason's website, arenapw.io.
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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