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Jason B. Shaw

VP, Financial Consultant

Jason B. Shaw, CFP®, currently serves as Vice President and Financial Consultant, offering a comprehensive range of financial products and services tailored to individuals, families, and closely-held businesses. Previously, Jason held various roles at Fidelity Investments, including Senior Account Executive and Assistant Branch Manager, where they managed a team of financial planners and established client relationships for high-net-worth clients. Jason completed studies at Bryant University from 2006 to 2008.

Location

Apex, United States

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