Jason King, CFP®, EA

Financial Advisor

Jason is a well-rounded financial, tax and investment advisor that has a passion to deliver guidance that instills confidence in his clients' financial wellbeing.  

Knowing that when it comes to your financial life, true success is not just achieved - it's sustained. 

He seeks to provide personalized service to help build and preserve wealth, create a lasting legacy, and implement tax-efficient income strategies that empower his client to live their life's ambitions.

He enjoys spending his time with his long-term girlfriend, Kelsey, traveling, hiking, rock climbing, scuba diving and snowboarding.

Years Experience: 5

Areas of Focus:  Comprehensive Financial Planning, Tax & Estate Planning, Investment Management and Research, Asset Allocation, Portfolio Construction, Retirement Planning, Retirement Income Distribution Strategies, Education Planning, Insurance Needs Analysis

Education & Registrations:

  • B.S., Finance with Minors in Accounting & Entrepreneurship; Carlson School of Management, University of Minnesota
  • Certified Financial Planner (CFP®), College for Financial Planning
  • Enrolled Agent (EA)
  • Series 4, 7 and 66 securities registrations
  • MN Insurance Licensed - Life, Health, Disability

Professional Affiliations & Achievements:

  • Eagle Scout, Boy Scouts of America
  • Financial Planning Association® (FPA) Member
Phone (612) 930-4196
Fax (952) 956-6104