Jason Woods

Jason Woods has over 10 years of work experience. In 2021, they began working as a Senior Account Executive at KEV Group, where they help facilitate all school activity funds for private and public K-12 school districts across North America. In 2020, they worked as a Sales Director at Tash Rizzo. In 2019, they worked as a Senior Account Executive at Hibu. From 2016 to 2019, they were the Co-Founder and Vice President at Trilogy Wealth Management. From 2011 to 2016, they were an LPL Financial Advisor at LPL Financial, where they specialized in technical analysis and estate planning. As part of the "Woods Team," they helped grow the book of business by over 25%.

Jason Woods attended the University of Louisville from 2004 to 2008, majoring in Finance and Economics. Jason received a Bachelor's degree in Finance & Economics from the University of Louisville in an unknown year. Additionally, they obtained certifications in Health Insurance, Life Insurance, Series 66, and Series 7 from Thurston Springer in October 2011.