Jason Beischel, CFP®, one of the seven founders of DayMark Wealth Partners, has been in the financial industry since 1999 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.
CERTIFIED FINANCIAL PLANNER: CERTIFIED FINANCIAL PLANNER™ (CFP®) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.