Jason Odell

Managing Partner, OJM Group an Earned Company | Wealth Management | Insurance Solutions | Financial Planning | Consulting | #ENDALZ

Role
Managing Partner at Ojm Group
Location
Cincinnati, OH, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Jason Odell

Jason is a financial consultant, investment advisor and insurance specialist with more than 25 years of experience working with high-net worth clients, including physicians, professionals and their businesses.Jason is a co-author of more than a dozen financial resources, including Wealth Management Made Simple, For Doctors Only and Risk Management for the Practicing Physician, a Category 1 CME-certified monograph. He has also authored numerous articles and presented lectures, web seminars and podcasts on investment management, retirement planning and a broad scope of financial topics. He has been recognized by Medical Economics as “One of the Best Financial Advisers to Physicians” (2002, 2004, 2006, 2008 – 2013) and by Cincinnati Magazine as a “Top Wealth Manager.”Jason is the past President of the Board for the Alzheimer’s Association of Greater Cincinnati and the past Chairman of the Advisory Board of Partners Financial (an NFP company). He served on the AALU Board of Directors and is a member of the Financial Planning Association and Cincinnati Estate Planning Council

Experience

  1. Managing Partner

    Ojm Group

    May 2007 — Present

    OJM Group is, at its core, a team of experienced advisors with one unifying goal, helping our clients build and preserve wealth. The founding members of OJM have written 11 books, published numerous articles, and delivered hundreds of lectures on wealth creation and wealth protection topics. We are proud that we have earned the reputation of being thought leaders in our field. More importantly to us, we are proud of how the implementation of our ideas has helped our clients.

Education

  • American Academy of Financial Management

    Chartered Wealth Manager

    2007

  • College for Financial Planning

    Master of Science, Financial Planning

    2009 — 2011

  • The Ohio State University

    Bachelor of Arts (B.A.), Economics

    1990 — 1994

Skills

  • Financial Advisory
  • Retirement Planning
  • Wealth Management
  • Financial Planning
  • Estate Planning
  • Strategic Planning
  • Life Insurance
  • Investments

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Jason Odell — Managing Partner at Ojm Group in Cincinnati, OH, US | Unifers