Jason Jansen, CFP®, earned a Bachelor of Business Administration (B.B.A.) in Finance and Business Economics, with a second major in Computer Applications, from the University of Notre Dame. They have held various roles in the financial industry, including serving as a Financial Consultant at Bank of America Merrill Lynch and as an Insurance & Annuity Wholesaler at Fidelity Investments. Jason's leadership abilities are demonstrated through their current role leading, coaching, and developing a team of financial professionals to ensure successful client outcomes. Additionally, Jason has participated in advanced education, including an Executive Certificate in Leadership from the University of Notre Dame.
This person is not in the org chart
This person is not in any teams
This person is not in any offices