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Statement to Clients
A proper investment and financial plan is more than just an occasional consideration to be thought about once every couple of years.

A proper investment and financial plan is more than just an occasional consideration to be thought about once every couple of years. It is an ongoing process of cooperation and coordination between financial advisor and client based on honesty, accessibility, and education. We are committed to providing the comprehensive service that our clients deserve to navigate today’s increasingly complicated financial world. Whether it’s a creative plan to handle estate concerns, an investment strategy based on today’s market situation, a detailed plan to fund your children’s college educations, or action steps to accomplish your retirement goals, we are committed to properly consulting with and educating our clients. RDAFN Investment Advisors have a Fiduciary responsibility to our clients at all times. We are paid an asset based fee, so our interests are aligned with our clients. We take time to understand financial situations no matter the complexity, and draw on decades of experience to provide personalized advice. Further, we network with experts in numerous disciplines enabling us to offer custom solutions that make sense today, and regularly reassess whether arrangements are geared to stand the test of time. It is an honor and privilege to be selected for such an important role as your financial advisor. It is a responsibility that we view is the result of the most important financial decision a client may make, a responsibility that we accept willingly, and to which we dedicate our careers to carry out properly.

Background Information
Business Background:
RDA Financial Network, Inc.

Investment Advisor Representative
February 2012 – Present

United Planners Financial Services

Registered Representative
2016 – Present

Cambridge Investment Research, Inc.

Registered Representative

VSR Financial Services, Inc.

Registered Representative
May 2010 – February 2012

LPL Financial

Registered Representative
June 2009 – April 2010

Cambridge Investment Research Advisors, Inc.

Registered Representative
March 2005 – April 2009

Cambridge Investment Research, Inc.

Registered Representative
May 2001 – April 2009

Iowa State University

Bachelor of Science, Finance and Accounting with Minor in Economics


Certified Public Accountant (CPA) An individual who has passed the uniform CPA examination administered by the American Institute Of Certified Public Accountants, and who has received state certification to practice accounting. To achieve this designation, an individual usually has to complete 5 years of education, and a certain degree of work experience. Additionally, once an individual becomes a CPA, they typically must complete a certain number of hours of continuing education each year.

Series 7, 66

Life, Variable Life/Annuity, Accident and Health Insurance License

Disciplinary Information:

Jason has no disciplinary information history to disclose.

Jason W. Shaw

Investment Advisor Representative RDA Financial

CPA, BSC Capital Partners LLC

Phone: 515.225.1185
1100 Grand Avenue
West Des Moines, IA 50265
Fax: 515.225.8850
Email: [email protected]