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Jason Card

I help Independent Financial Advisors build great businesses!
Greater Tampa Bay Area
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Profile Image for Jason Card

Jason Card

I help Independent Financial Advisors build great businesses!
Greater Tampa Bay Area
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Jason Card is an accomplished financial advisor and marketing strategist with a talent for helping independent financial advisors grow their businesses. With specialized experience in Practice Acquisition, Succession Planning, and Marketing Strategy, Jason is passionate about coaching, public speaking, and creating resources that empower advisors to showcase their "why". Holding FINRA Series 7, 65, and 63 licenses and a Florida Health/Life 2-15 license, he has worked with top investment firms such as Transamerica Financial Advisors, Dreyfus Investments, and Franklin Templeton Group in various positions. Currently, Jason serves as Vice President - Advisor Solutions at JW Cole Financial, Inc.

This public profile is provided courtesy of Clay. All information found here is in the public domain.