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.
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.
General Information |
| Firm Start Year: | 2006 | |
| No. of Employees: | 2-4 | |
| Insurance License#: | 8638632 |
| 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 |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning |
Services |
| Investment Types: | Mutual Funds, Annuities, Stocks, Bonds, Commodities, Insurance, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Our Office, Email, Your Office, Phone, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Life, Long Term Care, Variable Life, Disability, Annuity, Health, Variable Annuity |
Firm Information |
| Advisor's Number of Clients: | 200 |
| Advisor's Number of Managed Clients: | 75 |
| Advisor's Number of Planning Clients: | 75 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | 250000 |
| Compensation Methods: | Based on Assets, Commissions |
Education |
| Business | Brigham Young University-Idaho
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Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company and its subsidiaries. Life and disability insurance, annuities, and life insurance with longterm care benefits are issued by The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM). Longterm care insurance is issued by Northwestern Long Term Care Insurance Company, Milwaukee, WI, (NLTC) a subsidiary of NM. Investment brokerage services are offered through Northwestern Mutual Investment Services, LLC (NMIS) a subsidiary of NM, brokerdealer, registered investment adviser, and member FINRA and SIPC. Investment advisory and trust services are offered through Northwestern Mutual Wealth Management Company (NMWMC), Milwaukee, WI, a subsidiary of NM and a federal savings bank. Products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and professionals. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with Advisor in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services. |
| 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 |
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