Jason Palmer, M.S., Cfp®

Jason Palmer, M.S., Cfp® Email and Phone Number

Financial Advisor for individuals, families and businesses. @ Resonant Financial Planning
cottonwood heights, utah, united states
Jason Palmer, M.S., Cfp®'s Location
Midvale, Utah, United States, United States
Jason Palmer, M.S., Cfp®'s Contact Details

Jason Palmer, M.S., Cfp® work email

Jason Palmer, M.S., Cfp® personal email

Jason Palmer, M.S., Cfp® phone numbers

About Jason Palmer, M.S., Cfp®

I am fortunate to work in a profession that I find rewarding, fulfilling, and enjoyable, with incredible clients and colleagues.I offer financial planning to families, individuals and businesses using a holistic, strategic, collaborative, and relationship-based approach. I work in concert with my clients to uncover their financial goals, review the present state of their financial health, identify financial blind spots, and design strategies to help address any shortfalls. I incorporate a wide variety of financial strategies and products and work closely with other professionals as I strive to be my clients' best financial resource. Areas of focus include income protection, wealth management, business strategies, and retirement preparedness.I also have extensive experience in personal finance education and training, banking, small business consulting, editing, proofreading, and writing. I welcome the opportunity to network with you.

Jason Palmer, M.S., Cfp®'s Current Company Details
Resonant Financial Planning

Resonant Financial Planning

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Financial Advisor for individuals, families and businesses.
cottonwood heights, utah, united states
Website:
resonantfinancialplanning.com
Employees:
1
Jason Palmer, M.S., Cfp® Work Experience Details
  • Resonant Financial Planning
    Founder And President
    Resonant Financial Planning Jan 2014 - Present
    Highland, Utah
    I help clients to live more confidently by providing sound financial advice in tune with their unique values.Registered Representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Resonant Financial Planning is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.Jason Palmer may conduct life insurance and securities business in Utah and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed.This content is not a recommendation or endorsement of any product, service, security or issuer, nor should a "like" be interpreted as an endorsement by the firm or its financial professionals. Third-party posts do not reflect the views of Jason Palmer and have not been reviewed for completeness and accuracy. Further communication with this representative must be sent to and from jpalmer@ofadv.com. For more information, refer to the following consumer websites: www.FINRA.org, www.SIPC.org.
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  • One Financial Advisors
    Financial Advisor
    One Financial Advisors Nov 2010 - Present
    Utah
    I strive to be each of my clients' best financial resource.Registered Representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. One Financial Advisors is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.Jason Palmer may conduct life insurance and securities business in Utah and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed.This content is not a recommendation or endorsement of any product, service, security or issuer, nor should a "like" be interpreted as an endorsement by the firm or its financial professionals. Third-party posts do not reflect the views of Jason Palmer and have not been reviewed for completeness and accuracy. Further communication with this representative must be sent to and from jpalmer@ofadv.com. For more information, refer to the following consumer websites: www.FINRA.org, www.SIPC.org.
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  • American First Assurance
    Client Account Executive
    American First Assurance Mar 2008 - Nov 2010
    Murray, Ut
    Strategic Income Planning, Insured Deposit Locating Services, and Annuity Placement Services.
  • Wells Fargo
    Sales Consultant
    Wells Fargo Jun 2006 - Feb 2008
    American Fork, Ut
    Consultative financial solutions sales and account services provided to small and mid-sized businesses. Directed referral activities in 53 bank branches.
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  • Wells Fargo
    Investment Consultant
    Wells Fargo Nov 2004 - Jun 2006
    American Fork, Ut
    Holistic financial services for clients, including banking, lending, investments, insurance, and ancillary services.
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  • Edward Jones
    Investment Representative
    Edward Jones May 2002 - Nov 2004
    Fresno, Ca
    Financial planning, investment advice, portfolio allocation, retirement plans, and investment education. Focused on business retirement plans and investment services for business owners, as well as seminars and classes on investment education.
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  • Opinionology
    Project Manager/Personnel Manager
    Opinionology Jan 2001 - Apr 2002
    Client Services manager for several major market research clients. Worked full time here while completing bachelor's degree.
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Jason Palmer, M.S., Cfp® Skills

Financial Planning Wealth Management Retirement Planning Retirement Income Strategies Investment Strategies Risk Management Estate Planning Protection Strategies Annuities Life Insurance Disability Income Insurance Asset Based Long Term Care Employee Benefits

Jason Palmer, M.S., Cfp® Education Details

Frequently Asked Questions about Jason Palmer, M.S., Cfp®

What company does Jason Palmer, M.S., Cfp® work for?

Jason Palmer, M.S., Cfp® works for Resonant Financial Planning

What is Jason Palmer, M.S., Cfp®'s role at the current company?

Jason Palmer, M.S., Cfp®'s current role is Financial Advisor for individuals, families and businesses..

What is Jason Palmer, M.S., Cfp®'s email address?

Jason Palmer, M.S., Cfp®'s email address is jp****@****adv.com

What is Jason Palmer, M.S., Cfp®'s direct phone number?

Jason Palmer, M.S., Cfp®'s direct phone number is +180167*****

What schools did Jason Palmer, M.S., Cfp® attend?

Jason Palmer, M.S., Cfp® attended Kansas State University, Brigham Young University.

What skills is Jason Palmer, M.S., Cfp® known for?

Jason Palmer, M.S., Cfp® has skills like Financial Planning, Wealth Management, Retirement Planning, Retirement Income Strategies, Investment Strategies, Risk Management, Estate Planning, Protection Strategies, Annuities, Life Insurance, Disability Income Insurance, Asset Based Long Term Care.

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