Educational Background
- M.B.A., University of Missouri-Kansas City, 2000
- B.A., University of Missouri-Columbia, 1997
- CERTIFIED FINANCIAL PLANNER™ Certification Education Program, 2020
Business Experience
Jason joined the firm in 2018 as an Investment Adviser Representative. He is involved in FAS client relations in the areas of investment analysis, financial planning, marketing, and new business development. Jason has over 20 years of experience in the financial services and information technology industry, most recently having spent over 15 years as a business analyst at DST Systems.
Professional Designations
CERTIFIED FINANCIAL PLANNER™ certification (CFP®)
Additional information about Jason is available on the SEC website at www.adviserinfo.sec.gov
