Jason Martin

Jason Martin Email and Phone Number

Partner and Wealth Management Advisor @ Plancentric Financial Group - Northwestern Mutual
Charlotte, NC, US
Jason Martin's Location
Charlotte Metro, United States
Jason Martin's Contact Details

Jason Martin personal email

n/a
About Jason Martin

Jason Martin is a Financial Advisor with Plancentric Financial Group. Plancentric was founded based on the realization that there is a significant need in the marketplace to deliver an integrated approach to comprehensive financial planning and investment management. Many successful business owners, executives, and professionals have not taken the time to develop a customized financial plan to address tax inefficiencies, inadequate asset allocation, or a sustainable retirement distribution strategy.At Plancentric, we have assembled a highly credentialed team which embraces our core values of trust, integrity, accountability, collaboration and passion of doing the right thing for our clients. As part of Northwestern Mutual’s exclusive Private Client Group, our firm looks at your financial big picture, recommending the right blend of specialized services to keep your life and your finances connected from all angles.Our team understands that everyone’s situation and goals are unique, and it is our responsibility as your guide to listen, educate, and create a thoughtful and customized financial plan to help you realize those goals. We’re confident we will positively impact our clients, their families, their businesses and their communities.Let me and the Plancentric team help you ensure your financial future is all you want it to be.Feel free to call us at 704-494-8076 or visit our website at http://www.plancentricfinancial.com.Specialties: Financial Strategy | Holistic Financial Planning | Investments | Portfolio Management | Estate Planning | Life Insurance Planning | Education Funding | Family Financial Planning

Jason Martin's Current Company Details
Plancentric Financial Group - Northwestern Mutual

Plancentric Financial Group - Northwestern Mutual

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Partner and Wealth Management Advisor
Charlotte, NC, US
Jason Martin Work Experience Details
  • Plancentric Financial Group - Northwestern Mutual
    Partner And Wealth Management Advisor
    Plancentric Financial Group - Northwestern Mutual
    Charlotte, Nc, Us
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  • Plancentric Financial Group - Northwestern Mutual
    Partner And Wealth Management Advisor
    Plancentric Financial Group - Northwestern Mutual Jun 2021 - Present
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  • Northwestern Mutual
    Financial Advisor/ Recruiting Field Director
    Northwestern Mutual Jan 2015 - Present
    Charlotte, North Carolina Area
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  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual Nov 2008 - Present
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  • Northwestern Mutual
    College Unit Director Of North Charlotte Office.
    Northwestern Mutual Nov 2008 - Dec 2014
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  • Self-Employeed
    Professional Golf
    Self-Employeed May 2002 - Nov 2008
    Played on several of the prominent professional tours around the United States, including the Charlotte based Tarheel Tour. Reached 2nd Stage of PGA Tour qualifying school twice.

Jason Martin Education Details

Frequently Asked Questions about Jason Martin

What company does Jason Martin work for?

Jason Martin works for Plancentric Financial Group - Northwestern Mutual

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

Jason Martin's current role is Partner and Wealth Management Advisor.

What is Jason Martin's email address?

Jason Martin's email address is ja****@****mfn.com

What is Jason Martin's direct phone number?

Jason Martin's direct phone number is +170468*****

What schools did Jason Martin attend?

Jason Martin attended Unc Greensboro.

What are some of Jason Martin's interests?

Jason Martin has interest in Tarheel Basketball, Redskin Football And Golf.

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