Jason Baucom, Ms-Pfp®, Mpas®, C(K)P®, Aams®, Crpc®, Awma®, Cltc®, Cpfa®, Nqpc®

Jason Baucom, Ms-Pfp®, Mpas®, C(K)P®, Aams®, Crpc®, Awma®, Cltc®, Cpfa®, Nqpc® Email and Phone Number

LPL Financial Advisor @ LPL Financial
Jason Baucom, Ms-Pfp®, Mpas®, C(K)P®, Aams®, Crpc®, Awma®, Cltc®, Cpfa®, Nqpc®'s Location
Las Vegas, Nevada, United States, United States
Jason Baucom, Ms-Pfp®, Mpas®, C(K)P®, Aams®, Crpc®, Awma®, Cltc®, Cpfa®, Nqpc®'s Contact Details

Jason Baucom, Ms-Pfp®, Mpas®, C(K)P®, Aams®, Crpc®, Awma®, Cltc®, Cpfa®, Nqpc® work email

Jason Baucom, Ms-Pfp®, Mpas®, C(K)P®, Aams®, Crpc®, Awma®, Cltc®, Cpfa®, Nqpc® personal email

n/a
About Jason Baucom, Ms-Pfp®, Mpas®, C(K)P®, Aams®, Crpc®, Awma®, Cltc®, Cpfa®, Nqpc®

I am an experienced financial services professional located in Las Vegas, Nevada working with clients in the Southwest and around the nation. I enjoy being an individual contributor, a building block on a motivated team and developing others through mentorship. Throughout my career, I have received many awards that have demonstrated achievements in sales, customer service, employee engagement and leadership development. I have a passion for helping my clients create a road map for retirement that includes pre- and post-retirement needs through proper asset allocation, tax reduction strategies and estate 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 ‘See Contact Info’ section above.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.

Jason Baucom, Ms-Pfp®, Mpas®, C(K)P®, Aams®, Crpc®, Awma®, Cltc®, Cpfa®, Nqpc®'s Current Company Details
LPL Financial

Lpl Financial

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LPL Financial Advisor
Jason Baucom, Ms-Pfp®, Mpas®, C(K)P®, Aams®, Crpc®, Awma®, Cltc®, Cpfa®, Nqpc® Work Experience Details
  • Lpl Financial
    Financial Advisor
    Lpl Financial Apr 2016 - Present
    San Diego, Ca, Us
    As an independent financial advisor, I have one goal: to help my clients structure the most appropriate financial strategy for their short and long term goals while lowering costs in the process.At JB Wealth Management, we work in close relationships with our clients. I first seek to understand my clients goals and constraints, then help them navigate and understand the complexities of finance. Along that path, I help them understand market dynamics as well as the options and details so that they can make better decisions along the way.Being part of an independent firm allows me to not limit my advice to any pre-existing relationships or constrained to a specified set of available financial products and services. I can go into the financial marketplace and find the right investment and insurance options available for your specific situation.DISCLOSURE• Member FINRA/SIPC • 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.jbwealth.org
    View
  • Edward Jones
    Financial Advisor
    Edward Jones Feb 2014 - Apr 2016
    St. Louis, Mo, Us
    Responsible for helping the serious long term investor create long term investment strategies tailored specifically to them so that they can meet their financial goals for a comfortable retirement, saving money on taxes, paying for education and preparing for the unexpected.FINRA Securities Registration - Series 7 & 66 Life & Health Ins, Long Term Care, Variable Annuity Licensed in California, Nevada, Illinois, Utah, Arizona and Florida
    View
  • Us Bank
    Senior Manager & Lead Manager / Avp
    Us Bank Jan 2003 - Jul 2013
    Minneapolis, Mn, Us
    Sales Management of 80+ Employees & 17 LocationsAnalyzed balance sheets, financial statements, and branch profit/lossLead district for sales coaching, employee development, and facility managementAccountable for consumer/business sales, customer service, regulatory, policy, and compliance
    View
  • U.S. Bancorp Investments, Inc.
    Financial Specialist & Insurance Representative
    U.S. Bancorp Investments, Inc. Jan 2005 - Mar 2010
    St Paul, Minnesota, Us
    Assess clients' financial situation to determine wealth preservation and protection strategies.Recommend annuities and life insurance based on specific short/long term income needs.
    View

Jason Baucom, Ms-Pfp®, Mpas®, C(K)P®, Aams®, Crpc®, Awma®, Cltc®, Cpfa®, Nqpc® Skills

Sales Management Direct Sales Team Leadership Employee Engagement Critical Thinking Strategic Financial Planning Finance Leadership Customer Service Investments Marketing Public Speaking Management Microsoft Office Sales Negotiation Strategic Planning Microsoft Excel Banking Retirement Series 7 Securities Portfolio Management Insurance Life Insurance Fixed Annuities Retirement Planning Finra

Jason Baucom, Ms-Pfp®, Mpas®, C(K)P®, Aams®, Crpc®, Awma®, Cltc®, Cpfa®, Nqpc® Education Details

  • College For Financial Planning
    College For Financial Planning
    Personal Financial Planning (Pfp)
  • Uc San Diego
    Uc San Diego
    Political Science
  • Ucla Anderson School Of Management
    Ucla Anderson School Of Management
    Trau In Conjunction With Ucla Anderson School Of Management Executive Education

Frequently Asked Questions about Jason Baucom, Ms-Pfp®, Mpas®, C(K)P®, Aams®, Crpc®, Awma®, Cltc®, Cpfa®, Nqpc®

What company does Jason Baucom, Ms-Pfp®, Mpas®, C(K)P®, Aams®, Crpc®, Awma®, Cltc®, Cpfa®, Nqpc® work for?

Jason Baucom, Ms-Pfp®, Mpas®, C(K)P®, Aams®, Crpc®, Awma®, Cltc®, Cpfa®, Nqpc® works for Lpl Financial

What is Jason Baucom, Ms-Pfp®, Mpas®, C(K)P®, Aams®, Crpc®, Awma®, Cltc®, Cpfa®, Nqpc®'s role at the current company?

Jason Baucom, Ms-Pfp®, Mpas®, C(K)P®, Aams®, Crpc®, Awma®, Cltc®, Cpfa®, Nqpc®'s current role is LPL Financial Advisor.

What is Jason Baucom, Ms-Pfp®, Mpas®, C(K)P®, Aams®, Crpc®, Awma®, Cltc®, Cpfa®, Nqpc®'s email address?

Jason Baucom, Ms-Pfp®, Mpas®, C(K)P®, Aams®, Crpc®, Awma®, Cltc®, Cpfa®, Nqpc®'s email address is aw****@****oup.com

What schools did Jason Baucom, Ms-Pfp®, Mpas®, C(K)P®, Aams®, Crpc®, Awma®, Cltc®, Cpfa®, Nqpc® attend?

Jason Baucom, Ms-Pfp®, Mpas®, C(K)P®, Aams®, Crpc®, Awma®, Cltc®, Cpfa®, Nqpc® attended College For Financial Planning, Uc San Diego, Ucla Anderson School Of Management.

What skills is Jason Baucom, Ms-Pfp®, Mpas®, C(K)P®, Aams®, Crpc®, Awma®, Cltc®, Cpfa®, Nqpc® known for?

Jason Baucom, Ms-Pfp®, Mpas®, C(K)P®, Aams®, Crpc®, Awma®, Cltc®, Cpfa®, Nqpc® has skills like Sales Management, Direct Sales, Team Leadership, Employee Engagement, Critical Thinking, Strategic Financial Planning, Finance, Leadership, Customer Service, Investments, Marketing, Public Speaking.

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