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Jason Harsh, Private Wealth Advisor serving the Toledo, OH area - Ameriprise Advisors

Jason Harsh

CRPC®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Harsh & Associates Financial Advisory
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 51 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Small Business

Interests

  • Spending time with my family
  • Michigan football and basketball
  • F3
  • Playing basketball

Awards & recognition

  • Ameriprise Circle of Success, 2021
  • Harsh & Associates Financial Advisory, Ameriprise Client Experience Award, 2020

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BS in Business Administration, Bowling Green State University 2003

Community participation

Toledo Regional Chamber of Commerce https://www.toledochamber.com/

Ohio Chamber of Commerce http://ohiochamber.com/