Jason Beischel

About Jason Beischel

Jason Beischel, CFP®, one of the seven founders of DayMark Wealth Partners, has been in the financial industry since and has been a registered financial advisor since 2002. Jason focuses on discre­tionary port­folio management. He provides financial leadership to help our clients and their families identify and attain their goals. Jason does this by providing direction with their investments, emotional support during periods of market volatility, and sensible investment strategies that help them achieve their objectives.Jason previously worked as a Financial Advisor with Wells Fargo Advisors beginning in 2006. He earned his CFP® certification from the Certified Financial Planner Board of Standards. Jason is a lifelong Cincinnati resident. He earned a Bachelor’s Degree in Finance and International Business from the University of Cincinnati and is a graduate of Walnut Hills High School.He is very active in the community through various charitable organizations. Jason is a board member on the Green Beret Foundation and volunteers his time coaching youth sports. He enjoys golfing and spending time with his wife Rebecca and their two children.

Experience

1. Founder

   Daymark Wealth Partners

   Jun 2022 — Present · Cincinnati, OH, US

   We are an independent registered investment advisor, skilled at helping people better define their financial goals and build a path for their financial future.Headquartered in Cincinnati, Day Mark Wealth Partners was founded in 2022 by a team of seven private wealth professionals with diverse backgrounds and expertise with numerous professional credentials, industry certifications and awards. The founding members have a combined industry experience of nearly 200 years — representing a vast amount of knowledge and insights that we bring to each client relationship.We work closely with multigenerational families and successful individuals, including business owners and entrepreneurs, providing guidance and leadership as they grow through every phase of their lives.

Education

• University of Cincinnati Carl H. Lindner College of Business

  Bachelor’s Degree

  1998 — 2002

Skills

• Retirement Savings
• Financial Services
• Business-Succession Planning
• Retirement
• 401k Rollovers
• Asset Allocation
• Investments
• Investment Planning
• Insurance
• 401k Planning
• Retirement Planning
• Financial Advisory