Jason J. Maile, Cfp® Email & Phone Number

As a CFP®, I work with young professionals, entrepreneurs, professionals approaching retirement and experiencing significant life changes. Despite the differing backgrounds of my clients, one attribute they have in common is a serious desire to address issues relevant to pursuing their continued success! I feel that my degree in business and economics, expertise of the financial services industry and experiences associated with professional athletics helps in building a solid relationship with my clients so together we can develop a targeted plan that will put them on a desirable financial path! If you would like to address issues relevant to pursuing your continued success, I would gladly accept your invitation to connect. I would enjoy serving you through my network as well!Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Contact Info" section. Investment advice offered through Jacobi Capital Management LLC, a Registered Investment Adviser. Jacobi Capital Management, LLC and Jacobi Wealth Advisors are separate entities from LPL Financial. • 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.

Listed skills include Wealth Management, Strategic Financial Planning, Investment Strategies, Advanced Insurance Planning, and 9 others.