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Jason Allen Eliason

WALLER FINANCIAL PLANNING GROUP, INC.·COLUMBUS, Ohio
Series 7, Series 63CFPCFAChFCClean record23 years registeredWALLER FINANCIAL PLANNING GROUP, INC.
941 CHATHAM LANE SUITE 212, COLUMBUS, OH 43221CRD# 3275344Firm CRD# 159564

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Allen Eliason · COLUMBUS, OH
Registration
CRD #3275344 · WALLER FINANCIAL PLANNING GROUP, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

WALLER FINANCIAL PLANNING GROUP, INC.
Jan 2012 – present
WALLER FINANCIAL PLANNING GROUP INC
Mar 2003 – Apr 2012
COLUMBUS, OH
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · March 17, 2003
Years registered · 23
Professional designations · CFP, CFA, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WALLER FINANCIAL PLANNING GROUP, INC.
CRD 159564 · SEC 801-72938
AUM
$579M
Regulatory assets under management
Employees
11
1,982 client accounts
Services offered by WALLER FINANCIAL PLANNING GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WALLER FINANCIAL PLANNING GROUP, INC. →
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05

Frequently Asked Questions

What services does Jason Allen Eliason offer?
Jason Allen Eliason specializes in Financial Planning, Investment Management. Contact their office in COLUMBUS, Ohio for a consultation.
What are Jason Allen Eliason's credentials?
Jason Allen Eliason holds the following professional designations: CFP, CFA, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jason Allen Eliason located?
Jason Allen Eliason is based in COLUMBUS, Ohio, working with WALLER FINANCIAL PLANNING GROUP, INC.. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does Jason Allen Eliason charge for services?
Jason Allen Eliason's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WALLER FINANCIAL PLANNING GROUP, INC.?
WALLER FINANCIAL PLANNING GROUP, INC. has approximately 11 employees and manages $579M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WALLER FINANCIAL PLANNING GROUP, INC.

Christopher Owen Olsgard
COLUMBUS, OH
CFP
Jason Edward Farris
COLUMBUS, OH
CFP
Charles Arthur Kerwood
COLUMBUS, OH

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