Exchange Interview with Jason
At Exchange 2025, JB Wealth Management Founder and President Jason Baucom shared insights on his long-term investment philosophy, retirement and income planning focus, and dedication to serving women investors. Influenced by his mother’s 35-year teaching career, Baucom values listening and creating an inclusive unbiased practice. He views the Exchange conference as an opportunity for idea-sharing and fresh perspectives, highlighting sessions like Dr. David Kelly’s macroeconomic focused approach.
