Waddell & Reed | Financial Advisor in Cincinnati ,OH

625 Eden Park Dr.
Suite 450
Cincinnati, OH 45202

Investing With A Plan.


About

For more than seven decades, Waddell & Reed has helped millions of Americans develop customized financial plans to help them get to where they want to go in life. Our philosophy is clear and simple:
Investing. Each Waddell & Reed financial advisor has direct access to our investment management team as well as a wide array of highly competitive products and services. Quite simply, we do our own work, believe in our own research and act on our own ideas.
With a plan. We develop comprehensive, personal financial plans tailored specifically to each client?s needs. Over time, we help individuals and families turn their dreams ? such as sending children to college, providing for retirement, or simply accumulating assets ? into attainable, real solutions that can improve their lives.
By building personalized plans supported with strong investment products, we enable our clients to identify their financial planning goals and to take action toward achieving them.
That?s investing. With a plan.

7 Years of Experience



General Information
Firm Start Year:   2007
No.of Employees:   2-4
Name of Broker/Dealer:   Waddell & Reed
Number of Years with Current Firm:   7


Firm Information
Firm's Number of Clients:   100+



FAQs

  • Do you have a customer satisfaction or refund policy? Yes. Financial Planning services 100% refundable.
  • What are your qualifications? What is your education background? Series 7, 63, & Life and Health Licenses.
  • What is your approach to financial planning? Needs based approach. We focus on the unique goals of every family we work with and create custom financial plans that they are comfortable with, fit their budget and makes sense to them.
  • What services do you offer? Comprehensive financial planning, Investment Planning, Insurance Planning.
  • How many clients do you currently manage? 100+
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Jason Koslow

Jason Koslow

Biography


Jason joined Waddell & Reed in 2007 to continue his passion of helping clients plan for their future. Previously a marketing professional for seven years, Jason purposefully left the field to help people pursue their life goals and dreams by helping them plan for their financial future.

Jason believes financial planning is highly personal. He utilizes a personal inventory process to help identify and prioritize the goals that are unique to his clients? situation. ?I enjoy helping clients make their financial aspirations come true. Whether the dream is retiring early, funding a child?s education, or planning the vacation of a lifetime, my clients? goals become my own.?

In his life Jason believes in the values of Honor, Integrity, Honesty and Commitment, these values take on even more meaning when it comes to working with clients in the financial arena. ?I originally came to Waddell & Reed because I identified with their approach to financial planning and investing."

Jason, and his wife, Nancy moved to West Chester, OH from San Clemente, CA in 2006. Jason and Nancy both enjoy personal fitness, travel, and surfing. Jason is an avid outdoorsman, and when not at work, is at home in the woods or on a pond with his two working Labrador Retrievers, Vince and Peck.

Jason is an alumnus of Ball State University, member of the West Chester Chamber Alliance, Business Networking International, Ducks Unlimited, Middletown Sportsman?s Club and Safari Club International.

My Team


Scott Reynolds
Scott Reynolds

Financial Advisor

Originally from Saskatchewan, Canada, Scott made his way to Cincinnati thanks to the sport of hockey. He graduated at the top of his class with a B.A. in Business/Finance from Mercyhurst University (Erie, Pa.), where he competed as an NCAA Division I athlete, then spent four seasons playing professional hockey for the Cincinnati Cyclones (ECHL). After winning two championship cups for the city, Scott decided to settle down in the U.S. and begin a new career as a financial advisor. His integrity, focus, and tireless work ethic are assets to his clients and now to members of the Montgomery Chamber of Commerce. In addition to providing proven investment and financial planning services to his clients, Scott spends his time developing new member ...more


Communities Served

Alexandria Batavia
Burlington Butler
California Camp Dennison
Cincinnati Cleves
Erlanger Fairfield
Florence Ft Mitchell
Goshen Hamilton
Harrison Hebron
Independence Kings Mills
Lawrenceburg Loveland
Maineville Mason
Miamitown Middletown
Milford West Chester
Blue Ash

Office Hours

Mon. 8:00 AM - 8:00 PM
Tue. 8:00 AM - 8:00 PM
Wed. 8:00 AM - 8:00 PM
Thu. 8:00 AM - 8:00 PM
Fri. 8:00 AM - 8:00 PM
Sat. 9:00 AM - 5:00 PM

Compensation Arrangements

Check Visa
MasterCard

Social Networks


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