Hohenstein, partner of Equity Design Group, works with clients in development and management of portfolios while they are preparing for retirement or creating strategies to effectively use their existing assets during retirement. Hohenstein, partner of Equity Design Group, specializes in the development and management of portfolios for young professionals with an emphasis on capital accumulation
, risk management and retirement planning. Jason also advises small business owners in the design and implementation of company retirement plans and educates employees on the proper utilization of company benefits. A graduate of Gustavus Adolphus College, he has passed his Series 6,22, 62and 63 securities exams, as well as the Series 65 Uniform Investment Advisor Examination. Jason and his wife, Sara, daughter, Alissa and son, Jack, enjoy fishing and camping and visiting museums around the country. Licensed to sell insurance and/or investments in: CA,CO,FL, GA,HI,IL,IN,IA,KY,MN,MO,NH,NJ,NC,OH,SC,TN,TX,VA,WI . Securities and investment advisory services offered through LPL Financial Inc., member FINRA/SIPC, and a registered investment advisor. or registered as a broker-dealer or investment advisor. Investments in securities involve risk, including the potential loss of principal invested. The communication is intended for individuals residing in the states of CA, CO ,FL, GA ,HI, IL, IN ,IA ,KY ,MN, MO, NH, NJ, NY, NC, OH, SC, TN, TX, WI . No offers may be made or accepted from any resident outside the specific states referenced. The site may contain links to articles or other information that are contained on a third party website. LPL Financial, Inc does not endorse or accept responsibility for the content, or the use, of the website. LPL Financial, Inc assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages. LPL Financial, Inc is not affiliated with Facebook. We do not expressly or implicitly adopt or endorse and of the expressions, opinion or content posted by fans or any third-parties on this site. We do not control, serve, adopt or endorse any content that Facebook may publish on this site. No part of this site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. At our discretion, we may remove comments or fans for a number of reasons. We request that you keep your comments within the purposes of this site. In your comments, please avoid specific mention or discussions about investment advice or products, specific securities or investments, or trading strategies.
