Pensionmark
Jason grew up in Indiana and graduated college from Indiana University. He moved to Texas in 1995 for a promotion to become a retirement plan wholesaler for Southeast Texas and Southern Louisiana. He wholesaled retirement plans for two retirement plan companies before he became an advisor. He has 21 years of experience with a wide variety of retirement plans and investments. He has implemented, done plan design work, picked investment menus, and performed employee educational meetings for over 1,000 different companies in his career.
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Pensionmark
Pensionmark Financial Group was founded in 1988 as a consulting firm dedicated to the retirement plan industry.