Check the background of this financial professional on FINRA's BrokerCheck.

  • Will vs. Trust: Is One Better Than the Other?
    When it comes to planning your estate, you might be wondering whether you should use a will or a trust (or both). Understanding the similarities and the differences
  • Are You Ending 2016 Healthy, Wealthy, and Wise?
    Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on the financial progress you made in 2016 and
  • Pretax, Roth, or After-Tax Contributions: Which Should You Choose?
    If your employer-sponsored retirement savings plan allows pretax, after-tax, and/or Roth contributions, which should you choose?
  • Do I need to make any changes to my Medicare coverage for next year?
    During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your Medicare coverage that will be
  • What changes can I make during this year's Medicare Open Enrollment Period?
    Each year, current Medicare beneficiaries can make changes to their Medicare coverage for the following year during the Medicare Open Enrollment
Jason Ellinger
Investment Advisor Representative
Jason earned a Bachelor of Science in Finance from The Ohio State University, Fisher College of Business, hold Series 7, 63 and 65 registrations, as well as Life & Health Insurance Licenses, and is an Investment Advisor Representative.  He has over 14 years in the Financial Services Industry. Additionally, Jason is a charter member of The Downtown Lions Club.

Jason is located at our Capitol Square Office but also services the Wilson Road, Gahanna and Stygler Road locations.  He is more than happy to come to your residence or place of business!

For a free financial consultation please contact Jason via e-mail at or call (614) 416-0244.

Latest Video Client Alert

 Investment and insurance products and services offered through INFINEX INVESTMENTS, INC. Member FINRA/ SIPC. Heartland Investment Services is a subsidiary of the bank. Infinex is not affiliated with either entity. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. 

Check the background of this financial professional on FINRA's BrokerCheck.