Jason Benham, Aif®

Jason Benham, Aif® Email and Phone Number

San Diego, CA, US
Jason Benham, Aif®'s Location
San Diego, California, United States, United States
Jason Benham, Aif®'s Contact Details

Jason Benham, Aif® work email

Jason Benham, Aif® personal email

n/a
About Jason Benham, Aif®

Jason Benham, Aif® possesses expertise in retirement planning, retirement, 401k, iras, financial advisory and 10 more skills. He is proficient in Spanish. Colleagues describe him as "I have worked with Jason for the last 8 years. During the 8 year period, the financial services industry has seen a lot of changes (including the DOL sweeping regulation). As a financial advisor, it can be confusing to ensure compliance in an ever-changing environment. During these times of uncertainty, Jason filled the role that was necessary and needed both within the home office of IFG and as an important resource for the financial advisors. Jason has also shown himself proficient in a variety or working environments. His communication is articulate, focused and yet easy to understand, whether it is a one on one collaboration, leading a small team on a project or speaking in front of an audience of hundreds. For business development, Jason created and implemented multiple programs to help build a financial advisors’ business to run as a true business. While working with Jason; it was clear he had a vision to increase productivity and efficiency for every financial planning office he worked with. Jason has been a valuable asset to myself and to my financial planning offices of Legacy Retirement Advisors. I personally attribute Jason's role as Director of Retirement Services and Practice Development within IFG as a key part of my business success."

Jason Benham, Aif®'s Current Company Details
Fi360

Fi360

View
San Diego, CA, US
Website:
fi360.com
Employees:
47
Jason Benham, Aif® Work Experience Details
  • Fi360
    Fi360
    San Diego, Ca, Us

Jason Benham, Aif® Skills

Retirement Planning Retirement 401k Iras Financial Advisory Mutual Funds Defined Benefit Investments Retirement Plan Consulting Erisa Investment Advisory Wealth Management Securities 401 Retirement Savings Plans Leadership

Frequently Asked Questions about Jason Benham, Aif®

What company does Jason Benham, Aif® work for?

Jason Benham, Aif® works for Fi360

What is Jason Benham, Aif®'s email address?

Jason Benham, Aif®'s email address is jb****@****gsd.com

What skills is Jason Benham, Aif® known for?

Jason Benham, Aif® has skills like Retirement Planning, Retirement, 401k, Iras, Financial Advisory, Mutual Funds, Defined Benefit, Investments, Retirement Plan Consulting, Erisa, Investment Advisory, Wealth Management.

Who are Jason Benham, Aif®'s colleagues?

Jason Benham, Aif®'s colleagues are Andrew Dick, Brandon Freado, Jeff Hladun, Aif®, Jennifer Boerio, Travis Reeder, Linda Bucci, Jennifer Szakolczay.

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