Jason Mathis

Jason Mathis Email and Phone Number

Jason Mathis & his team help over 600 families/mo. Jason has over 20+ years in Financial Services. He and his team help with: Estate/Will Planning, Retirement, Health & Life Insurance, Tax Mitigation, & Wealth Transfer. @ Mathis Financial Corp
Jason Mathis's Location
Fort Lauderdale, Florida, United States, United States
About Jason Mathis

Jason Mathis runs the day-to-day operations of Mathis Financial Corp (MFC). MFC is part of “The Alliance an Integrity Company (IMG)” aka “The Alliance” … Integrity Marketing Group (IMG) did over 28 Billion in sales in 2023. He’s also a Junior Board Member at The Alliance, he helps new agency owners open their agency with the knowledge he acquired in over a decade of industry expertise.Prior to MFC Jason used to work with Merrill Lynch, & Charles Schwab, clientele. Jason is happily married to Olga Mathis, founder of MFC. They both work together each day helping others achieve their financial aspirations as they grow their company.

Jason Mathis's Current Company Details
Mathis Financial Corp

Mathis Financial Corp

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Jason Mathis & his team help over 600 families/mo. Jason has over 20+ years in Financial Services. He and his team help with: Estate/Will Planning, Retirement, Health & Life Insurance, Tax Mitigation, & Wealth Transfer.
Jason Mathis Work Experience Details
  • Mathis Financial Corp
    Agency Manager
    Mathis Financial Corp Apr 2014 - Present
    Fort Lauderdale, Florida, United States
    I Manage a Team of Agency Owners.
  • National Agents Alliance - The Alliance
    Financial Services
    National Agents Alliance - The Alliance Nov 2014 - Present
    Fort Lauderdale, Florida, United States
  • National Agents Alliance - The Alliance
    Junior Board Member At National Agents Alliance - Integrity Marketing Group
    National Agents Alliance - The Alliance Nov 2014 - Present
    Fort Lauderdale, Florida, United States
    I Help Agency Owners Open Up Their Agency.
  • Merrill Lynch
    Mortgage Loan Officer
    Merrill Lynch Sep 2009 - Oct 2014
    Jacksonville, Florida, United States
    I was in charge of Loan Origination.
  • Financial Services
    Financial Services
    Financial Services Jun 1990 - Jun 2009
    Jacksonville, Florida, United States
    I used to provide Financial Services.

Jason Mathis Education Details

Frequently Asked Questions about Jason Mathis

What company does Jason Mathis work for?

Jason Mathis works for Mathis Financial Corp

What is Jason Mathis's role at the current company?

Jason Mathis's current role is Jason Mathis & his team help over 600 families/mo. Jason has over 20+ years in Financial Services. He and his team help with: Estate/Will Planning, Retirement, Health & Life Insurance, Tax Mitigation, & Wealth Transfer..

What schools did Jason Mathis attend?

Jason Mathis attended Villanova School Of Business.

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