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Our financial advice team


Jason D. Fisher

Jason D. Fisher

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Rinehart & Dayhoff
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

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

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.

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
Newsletter

to receive my newsletters and other financial and market information

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.