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Specialties
Jason’s professional experience began in the mortgage lending and debt elimination industries. However since joining Money Concepts as a Senior Associate in early 2009, Jason has been able to build upon his background to offer a complete holistic/solutions based approach for his clients. Jason currently holds active series 7, 63, 65, life insurance and annuities licenses. Jason frequently is asked to speak at community group events for local organizations. He is also an active participant in our annual fundraiser, The Money Concepts Classic, benefiting the St. Jude Children’s Research Hospital.
Strive for excellence each day, with the trust and confidence my clients have placed in me. I will do this unselfishly, with clear vision, wisdom to follow a plan, and the courage to see it through to their bigger future.
History
Established in 2009.
Jason’s professional experience began in the mortgage lending and debt elimination industries. However since joining Money Concepts as a Senior Associate in early 2009, Jason has been able to build upon his background to offer a complete holistic/solutions based approach for his clients. Jason currently holds active series 7, 63, 65, life insurance and annuities licenses.