Investment Advisor Representative
Jason started his career in the financial services industry in 2005. He currently holds series 6, 7, 63 and 65 registrations as well as holding a life, health and long term care license with the state of Arizona. Jason is a 3-time Million Dollar Round Table qualifier which is held in high regard in the financial services industry. Jason's primary focus is working with families with all of their financial planning needs. This can range from retirement planning, debt planning, tax planning, estate planning, asset protection planning and more. "I feel strongly that most families have a need to have the proper planning in one or more of these areas," says Fial.
On a personal side, Jason and his family - a wife and four sons - live here in Phoenix. He graduated from Arizona State University in 2003.
* The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice. Inclusion of wealth manager in award program is not indicative of future success.