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Our financial advice team


Jason D. Fisher, Financial Advisor serving the Miamisburg, OH area - Ameriprise Advisors

Jason D. Fisher

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Rinehart & Dayhoff
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science, Management Information Systems - Wright State University
  • Series 7, General Securities Representative - FINRA
  • Series 66, Investment Advisor Representative - FINRA

Previous experience

  • Financial Planning Specialist, Ameriprise Financial Services, LLC, 3 years
  • Financial Advisor, Merrill Lynch, 1.5 years
  • Managing Partner, The Baking Nut, 3 years
  • Owner, Fisher Consulting LLC, 4 years

Community participation

-Class representative at Chaminade Julienne high school. We help current students offset the cost of tuition by raising funds for the annual endowment.

-Steering committee member and former chairman of the Dayton Area Chamber of Commerce annual golf outing called the Chamber Challenge.

-Parishioners at Incarnation Catholic church in Centerville.

Previous organizations I have donated my time and energy to include: Dayton History, Wright Patterson Air Force Museum, Dayton Food Bank, House of Bread.

Interests

Spending time with my wife and three children.

Enjoying life with family and friends.

Exploring the Miami Valley and all it has to offer.