Jason Cole, Cfp®

Jason Cole, Cfp® Email and Phone Number

Financial Planner at LPL Financial, Inc | Serving the financial needs of those who serve others @ Fountain City Financial
4701 College Blvd,
Jason Cole, Cfp®'s Location
Shawnee, Kansas, United States, United States
Jason Cole, Cfp®'s Contact Details
About Jason Cole, Cfp®

Jason Cole, Cfp® is a Financial Planner at LPL Financial, Inc | Serving the financial needs of those who serve others at Fountain City Financial. He possess expertise in leadership, series 63, team building, pensions, mergers and 33 more skills.

Jason Cole, Cfp®'s Current Company Details
Fountain City Financial

Fountain City Financial

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Financial Planner at LPL Financial, Inc | Serving the financial needs of those who serve others
4701 College Blvd,
Website:
fountaincityfinancial.com
Employees:
3
Jason Cole, Cfp® Work Experience Details
  • Fountain City Financial
    Financial Planner
    Fountain City Financial Nov 2022 - Present
    Overland Park, Kansas, United States
    My affiliation with Fountain City Financial and Lincoln Financial Advisors gives me access to: 1. A top-tier, National Planning Department made up of JD’s, CPA’s, CFA’s and CFP’s who are at the ready to provide us with creative design ideas around areas like: a. Tax Reduction Strategies b. Asset Titling and Distribution Planning c. Business Owner Planning d. Retirement Income Planning e. Investment Management f. Contingency Planning 2. A broader array of investment options and portfolio strategists combined with a team of specialists to help us build customized portfolios specific to your risk tolerance, time horizon and income needs. 3. Industry-leading planning software and technology that will allow you to engage in dynamic planning and a platform that provides a consolidated viewing of your financial accounts as well as a vault where you can store legal documents, tax returns, passports, birth certificates, etc. 4. Greater independence and flexibility in how we plan for your future.Jason Cole is a registered representative offering securities and advisory services through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Fountain City Financial is not an affiliate of Lincoln Financial Advisors Corp. 10851 Mastin St # 950, Overland Park, KS 66210. CRN-5718202-060223
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  • Valic Financial Advisors, Inc.
    Financial Advisor
    Valic Financial Advisors, Inc. May 2012 - Nov 2022
  • Financial Advisory Service, Inc.
    Planning Consultant
    Financial Advisory Service, Inc. Mar 2000 - May 2012
  • Fas Southwest
    Financial Planner
    Fas Southwest Jan 1995 - Mar 2000
  • Richmand Associates
    Account Executive
    Richmand Associates Jun 1993 - Jan 1995

Jason Cole, Cfp® Skills

Leadership Series 63 Team Building Pensions Mergers Estate Tax Planning Retirement Planning Account Management Sales Financial Planning Portfolio Management Investments Finance Process Improvement 401k Series 6 Asset Allocation Investment Advisory Strategic Planning Strategy Asset Managment Wealth Management Mutual Funds Uniform Combined State Law Strategic Financial Planning Investment Strategies Marketing Asset Management Long Term Care Financial Analysis Contract Negotiation Project Planning Business Strategy Financial Reporting Due Diligence Retirement Series 7 Securities

Jason Cole, Cfp® Education Details

Frequently Asked Questions about Jason Cole, Cfp®

What company does Jason Cole, Cfp® work for?

Jason Cole, Cfp® works for Fountain City Financial

What is Jason Cole, Cfp®'s role at the current company?

Jason Cole, Cfp®'s current role is Financial Planner at LPL Financial, Inc | Serving the financial needs of those who serve others.

What is Jason Cole, Cfp®'s email address?

Jason Cole, Cfp®'s email address is ja****@****lic.com

What schools did Jason Cole, Cfp® attend?

Jason Cole, Cfp® attended Oklahoma State University.

What are some of Jason Cole, Cfp®'s interests?

Jason Cole, Cfp® has interest in Football, Exercise, Home Improvement, Reading, Donor, Gourmet Cooking, Sports, Watching Basketball, Golf, Fishing.

What skills is Jason Cole, Cfp® known for?

Jason Cole, Cfp® has skills like Leadership, Series 63, Team Building, Pensions, Mergers, Estate Tax Planning, Retirement Planning, Account Management, Sales, Financial Planning, Portfolio Management, Investments.

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