Jason Fuchs Aams® Abfp™

Jason Fuchs Aams® Abfp™ Email and Phone Number

Managing Director @ Sage Path Financial Advisors | Investment Planning, Retirement, Portfolio Analysis | Sponsored Skydiver | Host/Producer @ Sage Path Financial Advisors
Jason Fuchs Aams® Abfp™'s Location
Neptune Beach, Florida, United States, United States
Jason Fuchs Aams® Abfp™'s Contact Details

Jason Fuchs Aams® Abfp™ personal email

n/a

Jason Fuchs Aams® Abfp™ phone numbers

About Jason Fuchs Aams® Abfp™

Working in the financial industry for more than 10+ years I have helped countless people navigate through financial obstacles. From my time at Wells Fargo as the Vice President to my current position as the Managing Director for Sage Path Financial Advisors, I have developed a passion for establishing lasting relationships with the business owners I work with.I’ve always been through the thick and thin in terms of being there for my clients. I attend bar mitzvahs, birthday parties, weddings, graduations; you name it - celebrations of all kinds. But I've also attended funerals. I've comforted grieving families. I've supported individuals struggling to find a new job or dealing with divorce. All of those things, the happy and the sad are the reason why I love my job. People need someone to put their interests first, and for many people, I am that someone. I strongly believe in the value of tailoring a unique strategy to fit the diverse needs and objectives to safeguard the things most important to my clients. Some people say it's all about the money, but it's not. It's about friendship, integrity, and trust. I help people live the life they want and in some special cases, the life they thought they couldn't have. So if you’re looking for a steady hand, know that I’ll be working alongside you every step of the way. My specialties include the following, but not limited to:• Retirement planning• Portfolio Analysis & Investment Strategies • Cash flow planning• Wealth preservation • Family security through insurance solutionsIf I can be of service to you, feel free to reach out to me at:904-366-9388Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Jason Fuchs Aams® Abfp™'s Current Company Details
Sage Path Financial Advisors

Sage Path Financial Advisors

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Managing Director @ Sage Path Financial Advisors | Investment Planning, Retirement, Portfolio Analysis | Sponsored Skydiver | Host/Producer
Jason Fuchs Aams® Abfp™ Work Experience Details
  • Sage Path Financial Advisors
    Managing Director
    Sage Path Financial Advisors Nov 2017 - Present
    Neptune Beach, Fl, Us
    Your objectives are the heart of our business, and we believe in providing advice and guidance to help maximize all elements of your financial life, whenever and however you need it.Sage stands for wisdom through reflection and experience, deep sincerity, formal, and prudent. Your financial journey can be tough - life is full of noise and distractions that can prevent you from succeeding financially. Allow us to create a path for a successful journey through your financial world. Core Values:1. Provide memorable service and guidance to our clients.2. Think “out of the box” and not be afraid to challenge conventional wisdom in our approach to investing and preserving wealth.3. Always make a positive impact on the lives of others.Our goal is to build relationships with our clients through an atmosphere that reflects honesty, heart, and professionalism. The world of financial planning can be intimidating, and we strive to simplify the process and educate our clients in order to best support the life they are creating.We are experienced, and we work hard. We present ourselves professionally and treat our clients with respect. Rest assured, we will do the same for each and every individual we encounter – client, coworker, strategic partner or prospective client.Putting the needs of our clients first is always top of mind. That requires us to have heart. This is a business, but at Sage Path Financial Advisors, we love what we do. We find the best results yield when our heart and soul is involved in the process. We are not simply trying to bring on more clients, we are trying to build long lasting, multi-generational relationships that will foster a positive workplace and ensure a successful future for our clients and Sage Path Financial Advisors.
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  • Sage Path Financial Advisors
    Host, Producer Of Dad Cents Podcast
    Sage Path Financial Advisors Mar 2020 - Present
    Neptune Beach, Fl, Us
    Focused on family, fun, sometimes food, always finances. We are on just about every podcast platform, and all you need to do is search for 'Dad Cents' (without the '), and you'll find us. Thanks so much for listening!
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  • Aerodyne
    Sponsored Skydiver
    Aerodyne Nov 2022 - Present
  • Dunham
    Advisory Board Member
    Dunham Apr 2021 - Present
    San Diego, California, Us
    Subject matter professional providing Dunham leadership team with guidance on vision, innovation, and risk management.
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  • Wells Fargo Advisors
    Vice President - Investments, Financial Advisor
    Wells Fargo Advisors 2010 - Nov 2017
    St. Louis, Missouri, Us
    Provided business owners, families, and individuals with top-notch service and attention. This includes getting to know those clients and understanding their interests, goals, and concerns before drawing up an investment plan or recommending specific products and services. Worked closely with clients to see where they were and where they wanted to be in five years, ten years, twenty years, and all the years in between.
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  • Wells Fargo
    Licensed Private Banker
    Wells Fargo 2006 - Sep 2010
    San Francisco, California, Us
    Developed tailored banking strategies, solutions, and advice customized to each client’s individual circumstances and plans. Partnered with a team of specialists to help clients meet financial needs and goals as part of a wealth plan. Assisted with custom credit strategies and solutions, deposit and cash management services, real estate financing options, and risk management solutions.
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Jason Fuchs Aams® Abfp™ Skills

Retirement Planning Leadership Investments Finance Financial Services Management Investment Strategies 401k Fixed Annuities Retirement Marketing Strategic Planning Financial Advisory Securities Life Insurance Mutual Funds Portfolio Analysis Insurance Customer Service Social Media Asset Allocation Business Owner Planning Business Succession Planning Concentrated Stock Management Deferred Compensation Plans Estate Investment Planning Financial Analysis Financial Reporting Financial Management Services Fixed Income Strategies Investment Planning Multigenerational Wealth Planning Relationship Management Retirement Plan Consultingtirement Retirement Savings Risk Management Bonds Variable Annuities Indexed Annuities Stock Market Analysis Stock Analysis Wealth Preservation Planning Volunteering 401k Planning

Jason Fuchs Aams® Abfp™ Education Details

  • Virginia Tech
    Virginia Tech
    Marketing Management

Frequently Asked Questions about Jason Fuchs Aams® Abfp™

What company does Jason Fuchs Aams® Abfp™ work for?

Jason Fuchs Aams® Abfp™ works for Sage Path Financial Advisors

What is Jason Fuchs Aams® Abfp™'s role at the current company?

Jason Fuchs Aams® Abfp™'s current role is Managing Director @ Sage Path Financial Advisors | Investment Planning, Retirement, Portfolio Analysis | Sponsored Skydiver | Host/Producer.

What is Jason Fuchs Aams® Abfp™'s email address?

Jason Fuchs Aams® Abfp™'s email address is jf****@****hfa.com

What is Jason Fuchs Aams® Abfp™'s direct phone number?

Jason Fuchs Aams® Abfp™'s direct phone number is +131487*****

What schools did Jason Fuchs Aams® Abfp™ attend?

Jason Fuchs Aams® Abfp™ attended Virginia Tech.

What are some of Jason Fuchs Aams® Abfp™'s interests?

Jason Fuchs Aams® Abfp™ has interest in Children, Health.

What skills is Jason Fuchs Aams® Abfp™ known for?

Jason Fuchs Aams® Abfp™ has skills like Retirement Planning, Leadership, Investments, Finance, Financial Services, Management, Investment Strategies, 401k, Fixed Annuities, Retirement, Marketing, Strategic Planning.

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