Adviser and broker representative · Touchstone Advisors Inc.

Jason Zawalich

CRD 6618592 · Cincinnati, OH

At a glance

Jason Zawalich is an investment adviser representative with Touchstone Advisors Inc. in Cincinnati, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jason’s SEC record dates to 2019, about 6 years ago. Jason is also registered as a broker representative.

Current advisory firm

Touchstone Advisors Inc.Since November 2025Cincinnati, OH · $31B in regulatory assets

SEC adviser record

Registered since: 2019 (6 years)
Designations: None on file
Exams: Series 63, Series 65
Registered in: 1 state
Also a broker representative: Yes
Disclosures on record: None

AtlasMembers

Jason’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 1 firmLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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