Chief Investment Officer
Current
Dec 2013 - Present
AeroLeads people directory · profile
Jason Park, Certified Financial Fiduciary® Email & Phone Number
Fiduciary-Only, Fiduciary-Always
at
Margo Park Financial
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Role
Fiduciary-Only, Fiduciary-Always
Location
United States, United States, United States
Who is Jason Park, Certified Financial Fiduciary®? Overview
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Quick answer
Jason Park, Certified Financial Fiduciary® is listed as Fiduciary-Only, Fiduciary-Always at Margo Park Financial, based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for Jason Park, Certified Financial Fiduciary®.
Jason Park, Certified Financial Fiduciary® previously worked as Chief Investment Officer at Margo Park Financial and Financial Advisor at Bankers Life. Jason Park, Certified Financial Fiduciary® holds Bachelor Of Arts - Ba, Economics from Northwestern University.
Company email context
Email format at Margo Park Financial
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Margo Park Financial
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Profile bio
About Jason Park, Certified Financial Fiduciary®
Former stockbroker. Former insurance manager. Former sales trainer.After years of winning trophies and trips, I decided to STOP SELLING. Disillusioned with our transaction-based, high-commission and inherently conflicted financial industry, I became an independent investment advisor, full-fledged financial fiduciary and holistic financial planner.I advise. I teach. I invest using Nobel Prize-winning academic research.And I help create that moment of relief when investing/insurance/estate planning/charitable giving/trust & will creation/tax management/Medicare/Social Security/long-term care/wealth transfer/omg becomes... simple.I'd love to answer any questions or point you in the right direction (and away from the sales people).
Listed skills include Financial Planning, Retirement Planning, Investments, Insurance, and 11 others.
Current workplace
Jason Park, Certified Financial Fiduciary®'s current company
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5 roles · 23 years
Jason Park, Certified Financial Fiduciary® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Apr 2011 - Feb 2014
2005 - 2007
~2 yrs
Asset Management Intern
2004 - 2005
~1 yr
2003 - 2004
~1 yr
2 education records
Jason Park, Certified Financial Fiduciary® education
Bachelor Of Arts - Ba, Economics
Northwestern University
Liberal Arts And Sciences
Illinois Wesleyan University
FAQ
Frequently asked questions about Jason Park, Certified Financial Fiduciary®
Quick answers generated from the profile data available on this page.
What company does Jason Park, Certified Financial Fiduciary® work for?
Jason Park, Certified Financial Fiduciary® works for Margo Park Financial.
What is Jason Park, Certified Financial Fiduciary®'s role at Margo Park Financial?
Jason Park, Certified Financial Fiduciary® is listed as Fiduciary-Only, Fiduciary-Always at Margo Park Financial.
Where is Jason Park, Certified Financial Fiduciary® based?
Jason Park, Certified Financial Fiduciary® is based in United States, United States, United States while working with Margo Park Financial.
What companies has Jason Park, Certified Financial Fiduciary® worked for?
Jason Park, Certified Financial Fiduciary® has worked for Margo Park Financial, Bankers Life, Capital One, Goldman Sachs, and Wells Fargo Advisors.
How can I contact Jason Park, Certified Financial Fiduciary®?
You can use AeroLeads to view verified contact signals for Jason Park, Certified Financial Fiduciary® at Margo Park Financial, including work email, phone, and LinkedIn data when available.
What schools did Jason Park, Certified Financial Fiduciary® attend?
Jason Park, Certified Financial Fiduciary® holds Bachelor Of Arts - Ba, Economics from Northwestern University.
What skills is Jason Park, Certified Financial Fiduciary® known for?
Jason Park, Certified Financial Fiduciary® is listed with skills including Financial Planning, Retirement Planning, Investments, Insurance, Public Speaking, Teaching, Research, and Customer Service.
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