Jason Reeves graduated with a bachelor’s degree in Sociology and a minor in African American Studies from Berea College in 2006. As a LPL Associate Financial Advisor, Jason has several years of experience in the industry and has had the opportunity to manage both individual and retirement plan portfolios of over $90 million dollars.
Helping clients organize and manage their financial lives so that they can maximize the opportunities presented to them is his passion. He takes pride in knowing each client’s situation intimately which allows for the creation of custom-tailored solutions for each client.
Preparing for that next step in life isn’t always easy. Jason’s combination of experience, professionalism and access to a wide variety of products and services helps clients with their financial goals and build generational wealth. Whether your goals include preparing for milestone life events like college, marriage, or retirement, or whether you’re simply looking for life insurance to protect your loved ones, wealth accumulation or distribution strategies, Jason promises to provide you with a new level of attention, insight and capability. Contact Jason today to discuss your financial future.