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