Jason Goldsmith, CFP®, APMA®, CRPC®, AWMA®

Jason Goldsmith, CFP®, APMA®, CRPC®, AWMA®

Financial Advisor

Phone: 614-784-6000
Fax: 614-784-6010
E-mail:
 

Jason Goldsmith joins the Ascend Advisory Group with 14 years of varied experience in the Financial Services industry. His experience provides a wide and comprehensive skill set with experience in multiple areas of finance, including Financial Planning, Asset Management, Portfolio Optimization, Retirement Planning, Retirement Income Optimization, Risk Management, Estate Planning as well as Mortgage and Consumer Lending.

In addition, Jason is also a CERTIFIED FINANCIAL PLANNER® who offers comprehensive and holistic advisory services to his clients. Mr. Goldsmith also holds several professional designations such as Accredited Wealth Management Advisor (AWMA®), Chartered Retirement Planning Counselor (CRPC®) and Accredited Portfolio Management Advisor (APMA®) which provides him additional knowledge and training to allow him to better serve his clients. He also holds the Series 7 and Series 66 registrations and Ohio Life and Health Insurance licenses.

He graduated from DePaul University in 2012 with a bachelor’s degree in Finance and is also a U.S. Army Retiree who served honorably in Iraq in 2003-2004, earning multiple awards, including the Purple Heart, for his service to this country.  Jason applies several core principles into his  practice that were instilled during his time in the Army -- Duty: Relentless focus to fulfill client obligations; Integrity: Do what's right both legally and morally on behalf of clients; Selfless Service: Putting the interests of clients before self. True to his core values in an effort to better serve his clients, Jason recently graduated from The College for Financial Planning with a Master of Science in Financial Planning degree.

Jason is active in the veteran community, belonging to numerous Veteran Service Organizations including: MOPH (Military Order of Purple Heart) and WWP

(Wounded Warrior Project). He places an emphasis on helping returning service member’s transition back to society as a Peer-to-Peer mentor, as well as offering professional services such as resume writing, where he focuses on the translation of military skills to the applicable private sector terminology, and interview coaching.

Jason relocated home to Ohio from Chicago in 2014, and currently resides in Powell, Ohio with his wife, Mindy, and two sons, Spencer and Reece.

Investment and Insurance Products: u NOT FDIC Insured u NO Bank Guarantee u MAY Lose Value

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Ascend Advisory Group, LLC is a separate entity from WFAFN.

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