Jason Heldman Email & Phone Number

I have been in the Real Estate/Lending/Investments field since graduating in 1994 with a Bachelor’s Degree in Finance from Indiana University- Bloomington. Currently, I hold an Indiana Real Estate Brokers license, as well as several SEC and securities licenses. I have been licensed as a Real Estate Agent/Broker since 2004.I held a Masters Certificate of Achievement for consistent high production and Quality Customer Service (QCS) as an agent with Century 21 Scheetz, where I was originally trained as a Relocation Specialist. As a Relocation Specialist with our Relocation Division here at Coldwell Banker Kaiser, and routinely help clients find or sell homes around the Indianapolis area and Northern suburbs. I have a “system” for helping clients transferring into the area find their perfect home. The process of helping incoming transferring client’s, and welcoming them to our community, is very rewarding. Having also owned and managed a privately held Mortgage Lending company for 7 years, I have expertise in assisting and making recommendations to my clients on multiple financing options. I have worked for CitiCorp, Morgan Stanley, and JP Morgans'​ wealth management divisions and have a strong background in lending, investments, and economics. My investment and economics background has helped me locate investment and residential properties for clients with great profit potential.My other area's of expertise are investment properties, high end homes, first time home buyers, new construction, bank owned/foreclosure investments, price negotiation, and market analysis.I look forward to helping you and your family with any Real Estate needs you may have.

Listed skills include Customer Service, New Home Sales, Sales, First Time Home Buyers, and 6 others.