Jason P Santos

Jason P Santos Email and Phone Number

Wealth Management • Investment Advisor • 401k Consultant • Tax Deferral Specialist • Retirement Income Specialist • @ JPS Financial Services, Inc.
Jason P Santos's Location
San Diego, California, United States, United States
Jason P Santos's Contact Details

Jason P Santos work email

Jason P Santos personal email

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

Jason P Santos's Current Company Details
JPS Financial Services, Inc.

Jps Financial Services, Inc.

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Wealth Management • Investment Advisor • 401k Consultant • Tax Deferral Specialist • Retirement Income Specialist •
Jason P Santos Work Experience Details
  • Jps Financial Services, Inc.
    President
    Jps Financial Services, Inc. Feb 2000 - Present
    San Diego, California, Us
    Services Provided: Retirement, College and Estate Planning Strategies, Insurance, Wealth Accumulation and Management, Investments and Cash Management.
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  • The Estate Planning Team
    Member
    The Estate Planning Team 2013 - Present
    Indian Wells, Ca, Us
    I 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 Estate Planning Team, we have experts in multiple areas to serve our clients’ needs and situations. Please click on my link below to learn more on how to defer taxes and get a free illustration.www.mydstplan.com/jsantos
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  • Centaurus Financial, Inc.®
    Investment Advisor Representative
    Centaurus Financial, Inc.® Oct 2015 - Present
    Anaheim, Ca, Us
    Securities 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 residing in CA, FL, NV, OH, OR, TX, WA. Supervisory Branch2300 E. Katella Ave, Suite 200Anaheim, CA 92806
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Jason P Santos Skills

Estate Planning Tax Small Business Management Stocks Investments Planning Finance Capital Services Solutions Customer Service Strategic Planning Insurance Financial Services Mutual Funds Alternatives

Jason P Santos Education Details

  • San Jose State University
    San Jose State University
    Ba
  • Saint Augustine High School
    Saint Augustine High School

Frequently Asked Questions about Jason P Santos

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 the current company?

Jason P Santos's current role is Wealth Management • Investment Advisor • 401k Consultant • Tax Deferral Specialist • Retirement Income Specialist •.

What is Jason P Santos's email address?

Jason P Santos's email address is ja****@****inc.com

What schools did Jason P Santos attend?

Jason P Santos attended San Jose State University, Saint Augustine High School.

What are some of Jason P Santos's interests?

Jason P Santos has interest in Civil Rights And Social Action, Children, Human Rights, Poverty Alleviation.

What skills is Jason P Santos known for?

Jason P Santos has skills like Estate Planning, Tax, Small Business, Management, Stocks, Investments, Planning, Finance, Capital, Services, Solutions, Customer Service.

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