University of Michigan, B.A. in Economics 1994;
Indiana University, M.S. in Finance, 2016;
Boston College, Certificate in Financial Planning 2008;
Fuller Theological Seminary, M.A. in Theology, 2009
General Information |
| Insurance License#: | 1003084 |
| States Licensed in: | AZ, TX, WA, CO, FL, CA, KS, SC, VA |
| Number of Years with Current Firm: | 2 |
| Work Experience: | Many of my clients are educators or from the healthcare sector. My goal and focus is to serve them with timely information and do my best to make clients feel their accounts are in good hands. Ideally, we want to limit risk and take advantage of bargains and good opportunities in the marketplace. As a independent Certified Financial Planner®, I do not have quotas to meet or proprietary products to sell. |
| Work with the following types of clients: | Individual Investors, Businesses |
| Advisory Services Provided: | Retirement Planning, Portfolio Management, 401K Rollovers, Financial Planning for Individuals, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Financial Planning |
Services |
| Investment Types: | Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs) |
| Can meet clients in the following ways: | Your Home, Our Office, Via Email, Your Office, Via Phone, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability, Property, Casualty, Annuity, Life, Variable Annuity, Long Term Care, Variable Life, Health |
Firm Information |
| Advisor's Number of Clients: | 200 |
| Advisor's Number of Managed Clients: | 150 |
| Advisor's Number of Planning Clients: | 200 |
| Assets Managed by Advisor: | Upon Request |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $20000 |
| Compensation Methods: | Commissions, Based on Assets |
| Fee % Based on Assets: | 0.65% |
| Additional Details on Charges: | My fee is 0.5%. The platform fee is 0.15%. The total is 0.65% per year and is charged on a quarterly basis. Assets are held at Fidelity or Schwab. |
| Minimum Fee Charged for Managed Accounts: | 0.65% (0.5% +0.15%) |
Education |
| M.S. - Finance | Indiana University
- Bloomfield, IN 01/01/2013-05/31/2016 |
| M.A. - Theology | Fuller Theological Seminary
- Pasadena, CA 01/01/2006-05/31/2009 |
| B.A. - Economics | University of Michigan
- Ann Arbor 09/01/1992-06/30/1994 |
Financial Services |
| Financial Planning for Individuals
Verify an individual's CFP® certification and background at the CFP Board website: http://www.cfp.net/verify-a-cfp-professional |
| Financial Advice & Consulting
Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment Advisory services offered through BFC Planning, Inc. BFCFS and BFC Planning, Inc. are independent entities. |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
8X Five Star Professional Award Winner
When: 09/01/2022
Details:As reported in Phoenix Magazine, Jason received an award from Five Star Professional in 2022. He also won in 2021, 2020, 2019, 2018, 2016, 2014, and 2013.
Please see the link for details.
https://www.fivestarprofessional.com/ereprints/409599
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