AeroLeads people directory · profile

Jason Mcgarraugh, Cfp® Email & Phone Number

Wealth Advisor at BentOak Capital, CERTIFIED FINANCIAL PLANNER ™ Practitioner at BentOak Capital
Location: Houston, Texas, United States 12 work roles 3 schools
1 work email found @lpl.com 2 phones found area 713 and 631 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@lpl.com
Direct phone (713) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Wealth Advisor at BentOak Capital, CERTIFIED FINANCIAL PLANNER ™ Practitioner
Location
Houston, Texas, United States

Who is Jason Mcgarraugh, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jason Mcgarraugh, Cfp® is listed as Wealth Advisor at BentOak Capital, CERTIFIED FINANCIAL PLANNER ™ Practitioner at BentOak Capital, based in Houston, Texas, United States. AeroLeads shows a work email signal at lpl.com, phone signal with area code 713, 631, and a matched LinkedIn profile for Jason Mcgarraugh, Cfp®.

Jason Mcgarraugh, Cfp® previously worked as Wealth Advisor at Bentoak Capital and Wealth Advisor at Lpl Financial. Jason Mcgarraugh, Cfp® holds M.S., Personal Financial Planning from Texas Tech University School Of Financial Planning.

Company email context

Email format at BentOak Capital

This section adds company-level context without repeating Jason Mcgarraugh, Cfp®'s masked contact details.

*@lpl.com
68% confidence

AeroLeads found 1 current-domain work email signal for Jason Mcgarraugh, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Jason Mcgarraugh, Cfp®

Jason McGarraugh currently lives in Fulshear, TX with his wife Liz and daughters Morgan and Milena. Jason has more than 20 years of experience guiding clients towards financial success. With a Master's degree in Financial Planning and a CFP® certification, he is focused on developing personalized plans that align seamlessly with the financial aspirations of his clients.Jason is a Wealth Advisor at BentOak Capital and leverages his extensive experience to provide comprehensive financial planning services to high-net-worth individuals and families. He remains dedicated to helping clients navigate complex financial landscapes, which leads to informed decisions to secure their financial futures.Mr. McGarraugh's outstanding contributions have earned him the Distinguished Alumni Award from Texas Tech University and a coveted spot on the InvestmentNews 40 Under 40 List. His expertise lies in comprehensive financial planning, encompassing retirement strategies, asset management, and insurance planning, ensuring the financial well-being of clients at every stage of life.Beyond client interactions, Jason actively contributes to the community through mentorship programs and contributions to financial planning literature. Serving as the Public Relations Chairperson on the Houston Board of Directors and being a founding member and past President of the Texas Tech Personal Financial Planning Alumni Advisory Board reflect his passion for advancing the industry. His insights have been featured in reputable publications such as the Houston Chronicle, Reuters, USA Today, and the New York Times. He has made significant contributions to two distinguished books in his mission to advance the industry. His insights and expertise can be found in "The Art of Practicing and the Art of Communication in Financial Planning" by Sid Mittra and "Financial Counseling" by Dr. Dorothy Durband. These collaborative endeavors have provided him with the opportunity to share valuable perspectives, contributing to the ongoing discourse within the financial planning community. Jason takes pride in being part of these publications, playing a role in advancing knowledge and understanding of effective financial practices and communication strategies.Jason's journey to success began in Perryton, Texas, where he graduated from Perryton High School. He holds a BBA in Finance from the Texas Tech University - Rawls College of Business. He holds a MS from the prestigious Texas Tech University - School of Financial Planning.

Listed skills include Retirement Planning, Strategic Financial Planning, Investments, Finance, and 6 others.

Current workplace

Jason Mcgarraugh, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

BentOak Capital
Bentoak Capital
Wealth Advisor at BentOak Capital, CERTIFIED FINANCIAL PLANNER ™ Practitioner
AeroLeads page
12 roles · 26 years

Jason Mcgarraugh, Cfp® work experience

A career timeline built from the work history available for this profile.

Wealth Advisor

Current

Weatherford, Texas, Us

Jan 2024 - Present

Wealth Advisor

Current

San Diego, Ca, Us

Jun 2006 - Present

Member

Current
Fpa

Houston Vision Statement:In our interactions with one another, we are committed to honesty, integrity, and open communication. Through the spirit of service, we foster stewardship and the development of recognized knowledge and competence.Houston Mission Statement:The Financial Planning Association of Houston champions the value of the financial planning process and advances the financial planning profession with the CFP© mark as its cornerstone.FPA of Houston seeks to:•Foster competent, committed and ethical members;•Provide educational and networking opportunities to assist members in their efforts to achieve personal and professional fulfillment;•Build and retain a growing membership with a shared vision; and•Help people recognize the value of the financial planning process as a way to achieve their goals and dreams.

2001 - Present ~25 yrs 7 mos

Wealth Advisor

Your Wealth Guardian

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.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.

Nov 2020 - Jan 2024

Certified Financial Planner ™ Practitioner

Neal Financial Group

I work with my planning assistant Kimberly Cushman, to provide comprehensive financial planning services to our clients. We specialize in Retirement Planning, Asset Management and Insurance Planning.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. “For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above." Financial Planning offered through Neal Financial Group, a registered investment advisor and separate entity 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."“For a list of states in which I am/we are registered to do business, please visit www.nealfinancial.com .”

Jun 2006 - Dec 2023

Member

Dublin, Ie

Vision Statement“To ensure the transference of wisdom, tradition and integrity, from the pioneers of financial planning to the next generation of our profession.”Mission Statement“NexGen is intended to be a community of the next generation of financial planners.”NexGen strives to provide members with a network that serves to:•Support, advise and encourage one another in our professional advancement•Promote, foster and direct programs that aid in knowledge transference•Explore issues common to younger planners and seek means of accentuating the positives and finding resolutions for the negatives

2007 - Mar 2018

Member And Past President

Texas Tech University Personal Financial Planning Alumni Advisory Board

MissionThe Board’s primary aim is to promote and support the Personal Financial Planning (“PFP”) program at Texas Tech University, thereby enhancing the educational experience and value of the degree for the mutual benefit of all stakeholders.

Aug 2011 - Aug 2017

Financial Advisor

Shawnee Mission, Ks, Us

Oct 2003 - Jun 2006

Associate Director Education Programs

•Taught Module 1 – Foundations in Financial Planning classes for the Singapore CFP exam•Assisted in the development of a Time Value of Money and Financial Calculator review course•Assisted in the drafting and editing of study materials for the CFP Education Program•Conducted new student orientations and information sessions•Provided phone support for prospective and current students

Jan 2003 - Apr 2003

Graduate Assistant - Red To Black

79409, Tx, Us

Red to Black offers peer-to-peer financial coaching to Texas Tech students. We provide individual coaching sessions and group presentations on topics such as creating spending plans, the importance of starting to save early, maximizing financial aid (including student loans), how to choose employee benefits and establishing and wisely using credit. Our purpose is to empower students so that they can achieve their financial goals. We believe that no one understands the needs and concerns of students better than fellow students.

Sep 2000 - Dec 2002
3 education records

Jason Mcgarraugh, Cfp® education

M.S., Personal Financial Planning

Texas Tech University School Of Financial Planning

Bba, Finance

Texas Tech University - Rawls College Of Business

Education record

Perryton High School
FAQ

Frequently asked questions about Jason Mcgarraugh, Cfp®

Quick answers generated from the profile data available on this page.

What company does Jason Mcgarraugh, Cfp® work for?

Jason Mcgarraugh, Cfp® works for BentOak Capital.

What is Jason Mcgarraugh, Cfp®'s role at BentOak Capital?

Jason Mcgarraugh, Cfp® is listed as Wealth Advisor at BentOak Capital, CERTIFIED FINANCIAL PLANNER ™ Practitioner at BentOak Capital.

What is Jason Mcgarraugh, Cfp®'s email address?

AeroLeads has found 1 work email signal at @lpl.com for Jason Mcgarraugh, Cfp® at BentOak Capital.

What is Jason Mcgarraugh, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 713, 631 for Jason Mcgarraugh, Cfp® at BentOak Capital.

Where is Jason Mcgarraugh, Cfp® based?

Jason Mcgarraugh, Cfp® is based in Houston, Texas, United States while working with BentOak Capital.

What companies has Jason Mcgarraugh, Cfp® worked for?

Jason Mcgarraugh, Cfp® has worked for Bentoak Capital, Lpl Financial, Fpa, Your Wealth Guardian, and Neal Financial Group.

How can I contact Jason Mcgarraugh, Cfp®?

You can use AeroLeads to view verified contact signals for Jason Mcgarraugh, Cfp® at BentOak Capital, including work email, phone, and LinkedIn data when available.

What schools did Jason Mcgarraugh, Cfp® attend?

Jason Mcgarraugh, Cfp® holds M.S., Personal Financial Planning from Texas Tech University School Of Financial Planning.

What skills is Jason Mcgarraugh, Cfp® known for?

Jason Mcgarraugh, Cfp® is listed with skills including Retirement Planning, Strategic Financial Planning, Investments, Finance, Wealth Management, Estate Planning, Asset Allocation, and Investment Management.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.