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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.
Investment Advisor Representative
February 2012 – Present
2016 – Present
May 2010 – February 2012
June 2009 – April 2010
March 2005 – April 2009
May 2001 – April 2009
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
Jason has no disciplinary information history to disclose.