Jason is a graduate of the University of Mississippi where he received his Bachelor of Business Administration degree in Managerial Finance with an emphasis in Investment Analysis. He currently holds Series 06, 07, 63 and 65 securities registrations and insurance licenses in Mississippi and Alabama. Securities are offered through Purshe Kaplan Sterling Investments. Jason offers investment advisory services through Financial & Investment Management Advisors, Inc, and Beam Asset Management, LLC.
Jason's core areas of focus include longevity income planning, asset risk management, client portfolio management, investment analysis and estate planning. His mantra embraced by him and his entire team is "Grandescunt Aucta Labore" (With hard work, all things increase and grow).
Outside the office, Jason serves as a Link Ambassador, Past President of the Columbus Kiwanis Club and President of the Board of Trustees for the Columbus Municipal School District. However, his first priority above all else is being a devoted husband and father to his wife, Paige and their sons, Barrett, Pearson, and Henry.
114 4th Street South
Columbus MS 39701