For more than seven decades, Waddell & Reed has helped millions of Americans develop customized financial plans to help them get to where they want to go in life. Our philosophy is clear and simple:
Investing. Each Waddell & Reed financial advisor has direct access to our investment management team as well as a wide array of highly competitive products and services. Quite simply, we do our own work, believe in our own research and act on our own ideas.
With a plan. We develop comprehensive, personal financial plans tailored specifically to each client?s needs. Over time, we help individuals and families turn their dreams ? such as sending children to college, providing for retirement, or simply accumulating assets ? into attainable, real solutions that can improve their lives.
By building personalized plans supported with strong investment products, we enable our clients to identify their financial planning goals and to take action toward achieving them.
That?s investing. With a plan.
|Firm Start Year:||2007|
|Name of Broker/Dealer:||Waddell & Reed|
|Number of Years with Current Firm:||7|
|Firm's Number of Clients:||100+|
Jason joined Waddell & Reed in 2007 to continue his passion of helping clients plan for their future. Previously a marketing professional for seven years, Jason purposefully left the field to help people pursue their life goals and dreams by helping them plan for their financial future.
Jason believes financial planning is highly personal. He utilizes a personal inventory process to help identify and prioritize the goals that are unique to his clients? situation. ?I enjoy helping clients make their financial aspirations come true. Whether the dream is retiring early, funding a child?s education, or planning the vacation of a lifetime, my clients? goals become my own.?
In his life Jason believes in the values of Honor, Integrity, Honesty and Commitment, these values take on even more meaning when it comes to working with clients in the financial arena. ?I originally came to Waddell & Reed because I identified with their approach to financial planning and investing."
Jason, and his wife, Nancy moved to West Chester, OH from San Clemente, CA in 2006. Jason and Nancy both enjoy personal fitness, travel, and surfing. Jason is an avid outdoorsman, and when not at work, is at home in the woods or on a pond with his two working Labrador Retrievers, Vince and Peck.
Jason is an alumnus of Ball State University, member of the West Chester Chamber Alliance, Business Networking International, Ducks Unlimited, Middletown Sportsman?s Club and Safari Club International.
|Mon.||8:00 AM - 8:00 PM|
|Tue.||8:00 AM - 8:00 PM|
|Wed.||8:00 AM - 8:00 PM|
|Thu.||8:00 AM - 8:00 PM|
|Fri.||8:00 AM - 8:00 PM|
|Sat.||9:00 AM - 5:00 PM|