Overview

After being in the financial services industry for over 10 years starting in the life insurance space, Jason added investments 6 years ago. Since then, the practice has been increasing and now is the time to move in to the managed money / financial planning phase. He is looking to make the investment to acquire and jump-start his practice, which will entail fee-based financial planning and managed money while at the same time specializing in retirement income, tax-planning and wealth transfer strategies. Understandably, there may be hesitation due to lack of managed money experience, however, the majority of his mutual fund accounts will change over while growing in 2022.

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
Listing Age
269 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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