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Crpc® Jason Minor
Vice President / Wealth Management, Financial Advisor at Janney Montgomery Scott
Professional Background
Crpc® Jason Minor is a passionate financial advisor and wealth management expert known for his commitment to educating clients about making the most of their retirement plans and investment strategies. Currently serving as Vice President of Wealth Management at Janney Montgomery Scott LLC, Jason leverages his extensive knowledge and expertise in finance to help clients navigate their financial futures more effectively. His focus on providing personalized financial solutions aligns perfectly with the philosophy of MD Wealth Management Group, where he believes in equipping clients with the knowledge necessary to ensure their financial wellness and readiness for retirement.
At MD Wealth Management Group, Jason has developed a fine-tuned approach to financial education, guiding clients on how to optimize their 401k assets through strategic rollovers and management of investments across various vehicles. His dedication to clarity and support has benefited numerous clients looking to secure their financial futures, paving the way for improved income replacement and retirement readiness that meets individual goals and lifestyles.
In addition to his work with individuals, Jason also has significant experience aiding businesses in establishing and reviewing retirement plans designed to attract and retain high-quality talent. Understanding that every company has unique objectives, he tailors retirement plan strategies such as 401(k), 403(b), Simple IRA's, SEP IRA's, and Cash Balance plans to align with business goals while also benefiting employees.
Education and Achievements
Jason Minor pursued a robust educational pathway to build a strong foundation in finance and business management, culminating in a Bachelor's Degree in Finance and Financial Management Services from Liberty University. His academic journey also includes studying Business Finance at Belmont University and theater, film, and television/business finance at the prestigious University of California, Los Angeles (UCLA). This diverse educational background has imparted Jason with a unique perspective on finance, allowing him to relate effectively to clients from various walks of life.
Through his educational and professional pursuits, Jason has developed a keen understanding of investment strategies and retirement planning that he generously shares with his clients. His commitment to continuous learning ensures that he remains updated on the latest market trends and financial strategies, enabling him to provide his clients with top-tier advisory services.
Achievements
Throughout his career, Jason has held several prominent positions within the financial services sector, showcasing his ability to lead and innovate in different roles. Prior to his current position at Janney Montgomery Scott LLC, he served as the Associate Vice President and Investment Officer at Wells Fargo Advisors, where he honed his skills in investment advice and client relationship management. This position enabled him to nurture long-lasting relationships with clients and gain insights into comprehensive wealth management strategies.
As a respected leader in his field, Jason is not only dedicated to his clients but also to the growth of the financial advisory industry. His insights into effective retirement planning and client education have made him a sought-after resource for individuals and businesses alike, helping them achieve their financial objectives.
Known for his personable approach and deep commitment to financial education, Jason Minor is more than just a financial advisor; he is a dedicated partner in his clients' journeys towards financial security and success. His focus on transparent communication and a client-centric approach sets him apart in a crowded marketplace, making him a trusted name in wealth management.
Achievements
- Bachelor's Degree, Finance and Financial Management Services from Liberty University
- Business Finance studies at Belmont University
- Extensive experience in wealth management and financial advising both as Vice President at Janney Montgomery Scott LLC and previously as Associate Vice President at Wells Fargo Advisors.
- Development of retirement plans for businesses to assist in talent recruitment.