Areas of Expertise
Here are my areas of expertise, which I will use to provide you with customized recommendations
that will help you plan for your financial future.
Financial Planning Long-term financial security doesn't happen by chance. Many things in life can have an impact - positive or negative - on your financial well-being. I'm here to help you take control of your future. Together we'll identify your most important goals and dreams, and build and implement a financial plan to help you achieve them. And because life is unpredictable, we'll monitor your progress on a regular basis to ensure your plan evolves as your needs and the situation around you changes.
Retirement Planning Perhaps one of the greatest financial challenges you will face in your lifetime is preparing adequately for your retirement. I will help you create a plan that will assess your current financial situation, determine the retirement lifestyle for your future, review the many options available, and put solutions in place to help ensure you achieve the retirement of your dreams.
Investment Strategies Without a coordinated investment strategy, it can be difficult to build an effective investment portfolio that helps meet your financial needs. As a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), I can offer you access to a wide range of investment products and services. I will work with you to develop investment solutions aimed at meeting your financial objectives.
|Firm Start Year:||2006|
|States Licensed in:||IA, IL, NE, MO, KS, CO, UT, ID, CA, WA, FL, NY, MN, TX, TN|
|Number of Years with Current Firm:||11|
|I work with the following types of clients:||Individual Investors, Non-Profit Organizations, Businesses|
|Investment Types:||Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Stocks, Annuities, Commodities, Insurance, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via phone, At my office, At your home, At your office, Video Conference, Via email|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Variable Annuity, Life, Health, Annuity, Disability, Long Term Care, Variable Life|
|Advisor's Number of Clients:||200|
|Advisor's Number of Managed Clients:||75|
|Advisor's Number of Planning Clients:||75|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||250000|
|Compensation Methods:||Commissions, Based on Assets|
Brigham Young University-Idaho
Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing. To obtain a copy of one or more of these brochures, contact your representative. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Jason Charles Thrap is a Representative of Northwestern Mutual Wealth Management CompanyÂ®, (NMWMC) Milwaukee, WI (fiduciary and fee-based financial planning services) , a subsidiary of NM and federal savings bank. All NMWMC products and services are offered only by properly credentialed Representatives who operate from agency offices of NMWMC. Representative is an Insurance Agent of NM, and Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance), a subsidiary of NM, and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org). The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Financial Representatives. Financial Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states. Jason Charles Thrap is primarily licensed in Iowa and may be licensed in other states. CA License: #OH15209 Certified Financial Planner Board of Standards Inc. owns the certification marks CFPÂ®, CERTIFIED FINANCIAL PLANNERâ¢ CFPÂ® (with plaque design) and CFPÂ® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The Chartered Advisor for Senior Living (CASLÂ®) designation is conferred by The American College of Financial Services.
Jason currently lives in Waukee with his wife, Elise, and their five young children Charlene, Carter, Caelyn, Carissa, and Coen.
Hobbies: Jason is an avid runner and has competed in many marathons throughout the Midwest. He also enjoys golfing, fishing, camping, tennis, and spending time with his wife and children.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|