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Jason Allen Gedert

Advisor at Ameriprise — Pemberville, OH

Updated today

Credentials

CFP®, Series 63

Experience

29 years

Location

Pemberville, OH

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,073 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Jason Gedert is a CFP®-certified financial advisor with Ameriprise, based in Pemberville, Ohio, and has 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved with KEG Tax Service LLC, which provides tax return preparation services, and participates in a personal aircraft partnership through Aeroventures, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research-driven modeling and tax-efficient strategies to deliver personalized, non-discretionary retirement income recommendations.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Pemberville, OH

Pemberville OH

Advisors at this office

1

Most active in

Ohio · Texas

Work history

29 years of industry experience

Ameriprise

2020 - Present • 6 years

Tiffin, OH

Ameriprise Financial Services, Inc.

2005 - 2020 • 15 years

Perrysburg, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Steven C

Series 66

Maumee, OH

OSAIC

Steven Cochran Jr. is a financial professional at OSAIC with 16 years of industry experience. He holds a Series 7 and Series 66 designation and has been with Savage and Associates since 2010. Outside of his financial career, Cochran serves as a head coach and instructor for a youth hockey team, providing coaching and skating lessons. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs a technology-driven investment process that incorporates risk tolerance assessments, asset allocation software, and portfolio optimization tools.

General retirement planning Caring for aging parents Multi-generational wealth transfer Life insurance needs analysis Wealth management Founder/Business Owner Executive Retired University Employee Self-Employed Mid-Career Professionals Approaching retirement Established Professionals Gen X (Born 1965-1980) Gen Y/Millennials (Born 1980-1995)
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Chad C

Series 65

Maumee, OH

Glass City Capital Management, LLC

Chad Clay is the sole advisor at Glass City Capital Management, LLC in Maumee, OH, holding a Series 65 credential with seven years of industry experience. Before founding his firm in 2018, he worked as an investor and previously served for eleven years with the City of Springfield, Illinois Fire Department. His background includes experience as a firefighter and EMT. Glass City Capital Management is an independent, fee-only firm providing discretionary investment management focused on long-term capital appreciation for individuals and various entities. The firm emphasizes a concentrated, actively managed equity strategy built around a core “best ideas” approach, typically holding five to forty individual securities with a preference for large-cap companies.

Active portfolio management Concentrated stock management
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Andreas J

Series 65

Perrysburg, OH

Juarez, Andreas

Andreas Juarez is a financial advisor at Juarez, Andreas with one year of industry experience. He holds a Series 65 designation and has prior work history including roles at JDA TSG, Amazon LLC, Stellantis, Ohio State University, and Lowe's. Outside of advising, he owns and operates a tax preparation business serving individual clients. His firm, Midwest Guidance LLC, is a state-registered investment adviser that serves individual and high-net-worth clients with a value-oriented investment approach. The firm manages accounts on a discretionary basis and emphasizes fundamental analysis while maintaining conflict controls and client-focused policies.

Active portfolio management
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Corey S

Series 65

Bowling Green, OH

Selhorst Services Inc.

Corey Selhorst is a financial advisor at Selhorst Services Inc. with seven years of industry experience. He holds a Series 65 designation and has worked at Bowling Green State University since 2019, where he is a senior financial accountant. Additionally, he provides seasonal tax advisory services as an independent contractor for Intuit TurboTax. Selhorst Services provides tax preparation, tax planning, financial planning, and investment advisory services with a focus on comprehensive financial planning. The firm uses historical asset-class analysis and diversification strategies to develop asset allocations tailored to clients’ risk tolerances and time horizons, emphasizing expense minimization and tax efficiency, while not managing assets or maintaining custody of client funds.

General tax planning Wealth management
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Scott O

Series 65

Maumee, OH

Patriot Wealth Planners LLC

Scott Osborn is a financial advisor at Patriot Wealth Planners LLC with seven years of industry experience. He holds a Series 65 designation and has worked in business consulting through Scott Osborn Consulting, LLC since 2020. Outside of finance, he is a manager at Whirlpool Corporation and serves as a commander in the Ohio Army National Guard, where he oversees training programs for enlisted soldiers. Patriot Wealth Planners provides financial planning and consulting services focused on third-party manager referrals for individuals, high net worth clients, trusts, and estates. The firm does not manage assets directly but helps clients select and work with third-party managers while delivering comprehensive financial plans and periodic reviews.

Wealth management
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Brian H

CFP®

Perrysburg, OH

Hughes Financial Group, LLC

Brian Hughes is a CFP® professional with 14 years of experience in financial advising. He founded Hughes Financial Group, LLC in 2013 and has led the firm since its inception. Hughes Financial Group, LLC is an independent, fee-only firm providing personalized financial planning and investment management to individuals, trusts, estates, pension and profit-sharing plans, and business clients. The firm employs active asset management using proprietary strategies and a mix of mutual funds, ETFs, and other instruments, managing approximately $22.8 million for around 42 clients as of December 31, 2025.

Active portfolio management Cash flow / budgeting
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