President
CurrentServices Provided: Retirement, College and Estate Planning Strategies, Insurance, Wealth Accumulation and Management, Investments and Cash Management.
Feb 2000 - Present
AeroLeads people directory · profile
Jason P Santos Email & Phone Number
Wealth Management • Investment Advisor • 401k Consultant • Tax Deferral Specialist • Retirement Income Specialist •
at
JPS Financial Services, Inc.
1 work email found
@jpsfinancialservicesinc.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Management • Investment Advisor • 401k Consultant • Tax Deferral Specialist • Retirement Income Specialist •
Location
San Diego, California, United States
Who is Jason P Santos? Overview
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Quick answer
Jason P Santos is listed as Wealth Management • Investment Advisor • 401k Consultant • Tax Deferral Specialist • Retirement Income Specialist • at JPS Financial Services, Inc., based in San Diego, California, United States. AeroLeads shows a work email signal at jpsfinancialservicesinc.com and a matched LinkedIn profile for Jason P Santos.
Jason P Santos previously worked as President at Jps Financial Services, Inc. and Member at The Estate Planning Team. Jason P Santos holds Ba from San Jose State University.
Company email context
Email format at JPS Financial Services, Inc.
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*@jpsfinancialservicesinc.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jason P Santos. Compare company email patterns before reaching out.
Profile bio
About Jason P Santos
As a financial advisor, my mission is to get to know and understand my clients financial needs, wants and long-term goals with regards to:Retirement Income PlanningEstate/Legacy PlanningGoal Based Financial PlanningRisk Management StrategiesAt JPS Financial Services, Inc., I believe in thinking and acting “out of the box”— I'm not afraid to challenge conventional wisdom and financial tactics to get you where you want to be now and in the future.Facebook: @jpsfinancialservicesinc
Listed skills include Estate Planning, Tax, Small Business, Management, and 13 others.
Current workplace
Jason P Santos's current company
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3 roles · 13 years
Jason P Santos work experience
A career timeline built from the work history available for this profile.
Member
CurrentI am a member of the Estate Planning Team. EPT is a professional group of highly trained advisors comprised of tax attorneys, financial advisors, brokers and CPAs committed to assisting clients with business transitions and wealth succession planning.My goal is to network with individuals to help solve business and estate tax allocation situations. At the.
2013 - Present
~13 yrs 5 mos
Investment Advisor Representative
CurrentSecurities and advisory services offered through Centaurus Financial, Inc., member FINRA/SIPC, a Registered Investment Advisor. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals.
Oct 2015 - Present
2 education records
Jason P Santos education
Ba
San Jose State University
Education record
Saint Augustine High School
FAQ
Frequently asked questions about Jason P Santos
Quick answers generated from the profile data available on this page.
What company does Jason P Santos work for?
Jason P Santos works for JPS Financial Services, Inc..
What is Jason P Santos's role at JPS Financial Services, Inc.?
Jason P Santos is listed as Wealth Management • Investment Advisor • 401k Consultant • Tax Deferral Specialist • Retirement Income Specialist • at JPS Financial Services, Inc..
What is Jason P Santos's email address?
AeroLeads has found 1 work email signal at @jpsfinancialservicesinc.com for Jason P Santos at JPS Financial Services, Inc..
Where is Jason P Santos based?
Jason P Santos is based in San Diego, California, United States while working with JPS Financial Services, Inc..
What companies has Jason P Santos worked for?
Jason P Santos has worked for Jps Financial Services, Inc., The Estate Planning Team, and Centaurus Financial, Inc.®.
How can I contact Jason P Santos?
You can use AeroLeads to view verified contact signals for Jason P Santos at JPS Financial Services, Inc., including work email, phone, and LinkedIn data when available.
What schools did Jason P Santos attend?
Jason P Santos holds Ba from San Jose State University.
What skills is Jason P Santos known for?
Jason P Santos is listed with skills including Estate Planning, Tax, Small Business, Management, Stocks, Investments, Planning, and Finance.
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