CCO, COO and General Counsel · Formidable Asset Management, LLC
Jason P. Wainscott
CRD 6176395 · Named on Form ADV at one SEC-registered adviser
At a glance
Formidable Asset Management, LLC, an SEC-registered wealth manager based in Cincinnati, OH with $903 million in regulatory assets, lists Jason P. Wainscott on its Form ADV as CCO, COO and General Counsel, a control person.
Firms and roles
- Formidable Asset Management, LLCCCO, COO and General CounselWealth manager · Cincinnati, OH · $903M in regulatory assets
AtlasMembers
Jason’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- William B. BrownManaging Member/chief Executive Officer, Formidable Asset Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.