Jason, a Senior Wealth Advisor at Keel Point, has accrued several professional certifications over his 20+ years as an advisor, including the CERTIFIED FINANCIAL PLANNER™ designation. Jason's team, which includes Kyle Findlay, CFP®, Julie McPherson, Client Relationship Manager, Demetria Braudaway, Client Relationship Manager, Blake Waggoner, Investment Associate, and Kristy Wade, Financial Planning Associate, operates around a thorough process that helps families navigate through a financial plan that clearly defines their objectives and values, organizes their financial resources, and helps them implement various planning and investment strategies. They also leverage trusted relationships with select professional advisors, including attorneys, CPAs, bankers, and insurance specialists to carry out certain planning strategies. The team understands that a holistic financial plan is ever evolving, and their commitment to clients is to ensure that the plan always incorporates life's changes.
Prior to joining Keel Point in April 2009, Jason spent 8 years with Merrill Lynch as an advisor. He has been an active member of the Financial Planning Association of North Alabama. Jason is also active in the community, currently serving as a board member and Treasurer for Hospice Family Care, LLC and a board member for HEALS, Inc. He is also past Finance Chairman and Treasurer of Huntsville Hospital Foundation and volunteer with Leadership Huntsville Madison County. Jason is also a member of the Huntsville Committee of 100, which centers its focus on education and economic development in Madison County. He is involved with HudsonAlpha's Connections committee and also served two years as a member of the Huntsville/Madison County Chamber of Commerce Ambassadors Council . Jason is a graduate of Leadership Huntsville/ Madison County's Connect program.
Jason is a Registered Representative of Keel Point Capital, LLC.
Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives.
Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals.
|Firm Start Year:||2015|
|States Licensed in:||AL, TN, CA, MS, PA, SC, TX, VA, LA, NC|
|Number of Years with Current Firm:||12|
|Work with the following types of clients:||Non-Profit Organizations, Investment Clubs, Individual Investors|
|Advisory Services Provided:||Education Funding and Planning, Financial Planning for Individuals, Risk Management, Money Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Wealth Management|
|Investment Types:||Insurance, Mutual Funds, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Alternative Investments|
|Can meet clients in the following ways:||Our Offices, Our Office, Via Phone, Via Email, Video Conference|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Health, Variable Annuity, Long Term Care, Variable Life|
|Advisor's Number of Clients:||165|
|Advisor's Number of Managed Clients:||165|
|Advisor's Number of Planning Clients:||148|
|Assets Managed by Advisor:||$216,000,000|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$500,000|
|Fee % Based on Assets:||See Below|
|Additional Details on Charges:||Fee Schedule 1.30% on the first $1,000,000 of market value 1.05% on the amount from $1,000,000.01 to and including $2,000,000 0.80% on the amount from $2,000,000.01 to and including $5,000,000 0.65% on the amount from $5,000,000.01 to and including $10,000,000 0.45% on the amount from $10,000,000.01 to and including $25,000,000 0.05% on the amount from $25,000,000.01 to and including $100,000,000|
|Organization :||HEALS, Inc, Huntsville, AL|
|Position :||Board Member|
|Organization :||Caring For Life, LLC (Huntsville Hospital System), Huntsville, AL|
|BSBA - Management||University of Alabama - Huntsville
- Huntsville, AL
|BSBA - Management||Indiana University of Pennsylvania
- Indiana, PA
Building a comprehensive investment plan that seizes today's unique opportunities while serving long-term objectives takes vision, discipline and attention. The investment team at Keel Point consider the full spectrum of financial factors - from global economic forces to proprietary and private opportunities to craft and manage an investment strategy guided by your personal goals.
Planning early is the best plan to make sure your retirement years closely meet your personal expectations. We work with clients to set goals, develop and implement retirement funding strategies, address retirement risks and stock options, and develop income and distribution strategies.
Estate Planning & Trusts
Estate planning services include estate organization and tax minimization; legacy planning and protections; developing a charitable giving mission; and designing a business succession plan.
Education Funding and Planning
We help clients examine and plan for college funding needs, identify tax-efficient funding vehicles, and develop and implement wealth transfer strategies.
Preparedness is one of the best methods to mitigate risks. Our insurance-based services are designed to present clients with a well-rounded view of their insurance strengths and weaknesses including life insurance needs, long term care planning, liability exposure, disability insurance needs, and personal insurance review.
Our team helps clients to evaluate their options upon separation from their employer. There are several different factors that need to be addressed when considering the rollover of a retirement plan.
Investment Advisor Representative:
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 5:00 PM|
SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC.
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SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC.
11 Years of ExperienceView Profile