Jason Baucom
President & Founder, JB Wealth Management
MS-PFP®, MPAS®, ChFC®, C(k)P®, AIF®, AAMS®, AWMA®, CLTC®, CPFA®, CRPC®, NQPC®
Jason Baucom is the President and Founder of JB Wealth Management, where he offers personalized, comprehensive financial guidance to individuals, families, and small businesses. He helps clients assemble their unique financial puzzle, one thoughtful piece at a time.
With over two decades of experience in financial services, Jason began his career in 2003 after earning a B.A. from the University of California, San Diego. He started at US Bank, quickly advancing into management, and by 2005, was serving in a dual role with US Bank and US Bancorp Investments & Insurance. As a Financial Specialist, he worked closely with clients to align their short- and long-term financial goals.
A key area of Jason’s expertise is business retirement planning. He assists small business owners, entrepreneurs, and executives in designing and managing effective retirement plans tailored to their workforce and business objectives. From traditional 401(k)s to advanced strategies like Cash Balance Plans, Pooled Employer Plans (PEPs), and Multiple Employer Plans (MEPs), Jason provides full-service plan consulting focusing on tax efficiency, fiduciary focused support, regulatory compliance, and employee education. His goal is to help employers turn their retirement plans into powerful tools for talent retention, wealth building, and long-term financial independence.
Dedicated to continuous learning, Jason holds a Master of Science Degree in Personal Financial Planning (MS-PFP) from the College for Financial Planning, along with several other highly respected credentials:
- Chartered Financial Consultant (ChFC®)
- Accredited Investment Fiduciary (AIF®)
- Certified 401(k) Professional (C(k)P®)
Jason’s ten professional designations reflect his commitment to excellence and evolving with the industry to help clients make well-informed financial decisions. In addition to that, he holds FINRA Series 7, 66, and SIE registrations with LPL Financial, as well as licenses in Life, Health, Variable, and Long-Term Care Insurance in multiple states. With frequent changes in tax laws, insurance offerings, market conditions, regulations, and financial strategies make ongoing education essential to providing timely, strategic advice tailored to each client’s needs.
A Southern California native, Jason has called Las Vegas home since 2000. Outside of work, he is passionate about teaching financial literacy, being a proud girl dad of two, and spending quality time with his wife. He enjoys attending sports events, coaching youth sports, working out, playing golf, camping, traveling, cooking, playing vintage board games, and creating lasting memories with family and friends.
Below you will find a comprehensive list of Jason’s professional designations, ongoing education and credentials that illustrate his commitment to professional growth:
- The Master of Science Degree Program in Personal Financial Planning is tailored for financial planners who are interested in expanding their knowledge beyond typical financial licensing and credentials. The curriculum is based on client-centered, problem-solving methods using case studies to give a hands-on approach to the material. The focus is on analyzing, synthesizing, and evaluating the always evolving financial planning process with insurance, investment planning, income tax planning, retirement planning, employee benefits, estate planning, portfolio management and pre-retirement planning. Students who earn the MPAS® will satisfy the education requirements to sit for the CFP® Certificate Exam.
The Chartered Financial Consultant (ChFC®) is a professional designation for financial advisors who specialize in comprehensive financial planning awarded by the American College of Financial Services which was founded in 1927. The ChFC® designation supplies insights and knowledge on financial planning, wealth accumulation, retirement income planning, risk management, tax strategies for individuals, small businesses, and corporations, business succession, investments, estate planning, special needs planning, divorce, and behavioral finance.
The ChFC® is similar to the Certified Financial Planner (CFP®) designation in that they both prepare professionals to offer full-scope financial planning while requiring experience and ongoing education. However, the ChFC® includes additional coursework, especially around modern financial issues. CFP® is more widely marketed and recognized by the public, while ChFC® is highly respected within the industry, especially among insurance and advanced planning professionals.
According to a U.S. News & World Report article published in 2024, the Chartered Financial Consultant (ChFC®) designation is one of the 10 Best Financial Certifications for financial professionals.
The Accredited Investment Fiduciary (AIF®) designation, sponsored by Fi360, and created in 2002, certifies that a financial professional has been trained to follow a defined, prudent process when managing or advising on investments. It emphasizes the importance of fiduciary responsibility—acting solely in the best interest of clients or retirement plan participants. AIF® designees are equipped to help organizations meet legal and ethical standards, particularly under regulations like ERISA. This designation is especially valuable for those managing retirement plans, foundations, or institutional assets, as it reduces risk, promotes transparency, and ensures decisions are well-documented and defensible.
According to a U.S. News & World Report article published in 2024, the Accredited Investment Fiduciary (AIF®) designation is one of the 10 Best Financial Certifications for financial professionals.
- The Accredited Asset Management Specialist℠ (AAMS®) designation, offered by the College for Financial Planning®, provides financial professionals with a strong foundation in comprehensive investment and asset management. The program covers key areas such as portfolio construction, investment strategies, risk management, retirement and estate planning, tax-advantaged investments, and understanding clients’ unique financial goals. Designed to help advisors develop effective, personalized solutions, the curriculum emphasizes practical applications and a client-centered approach.
- The Accredited Wealth Management Advisor℠ (AWMA®) designation, offered by the College for Financial Planning®, equips financial professionals with advanced knowledge in wealth management and high-net-worth client services. The curriculum covers asset management, investment strategies, tax-efficient wealth transfer, retirement and estate planning, risk management, working with all business owners, succession/exit planning, fiduciary responsibilities, and behavioral finance. It emphasizes comprehensive, client-centered approach to building and preserving wealth across the client lifecycle.
- A professional with a CLTC designation has acquired the critical tools necessary to discuss the subject of longevity and its acute consequences on a client's family – financially, physically and emotionally – years down the road. The best way to protect families from the potential devastation of long-term care is not to sell a product, but rather, offer advice that leads to a plan to mitigate those consequences and when appropriate, recommend long-term care insurance as a funding source for that plan. The designation has been recognized and supported by The American College, CFP Board, NAIFA, NAHU and major insurance carriers.
The Chartered Retirement Planning Counselor℠ (CRPC®) designation, awarded by the College for Financial Planning®, equips financial professionals with specialized expertise in guiding clients through all stages of retirement. Designees complete an in-depth course of study covering pre- and post-retirement needs, asset management, estate planning, and the entire retirement planning process using real-world models and techniques.
The curriculum includes strategies for maximizing the client experience, investing for retirement, understanding Social Security, military, and government benefits, identifying additional income sources, navigating healthcare options, designing optimal retirement income streams, managing the emotional and financial transition to retirement, achieving tax and estate planning objectives, and adhering to fiduciary, ethical, and regulatory standards. Widely recognized in the financial services industry, it demonstrates a commitment to helping clients achieve a secure and confident retirement.
- The Certified 401(k) Professional (C(k)P®) designation, awarded by The Retirement Advisor University™ (TRAU™) in collaboration with UCLA Anderson School of Management Executive Education, recognizes financial professionals who specialize in corporate retirement plans. It focuses on the technical, operational, and fiduciary knowledge needed to effectively advise plan sponsors and help participants achieve retirement readiness. The curriculum covers plan design, fiduciary governance, investment selection and monitoring, regulatory compliance, participant education, and plan optimization strategies.
C(k)P® designees are trained to navigate ERISA requirements, improve plan outcomes, and deliver measurable value to employers and employees alike. Candidates must meet rigorous experience, education, ethics standards and complete a multi-stage program that includes online coursework, live instruction, and a proctored exam. Widely respected in the retirement plan advisory industry, the C(k)P® designation demonstrates a commitment to fiduciary excellence and delivering superior retirement plan consulting.
- The Certified Plan Fiduciary Advisor (CPFA®) credential offered by the National Association of Plan Advisors was developed by some of the nation's leading advisors and retirement plan experts. This credential demonstrates an advisor's knowledge, expertise and commitment to working with retirement plans. Plan advisors who earn their CPFA® demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
- The NonQualified Plan Consultant (NQPC™) credential – developed by some of the nation's leading advisors and retirement plan experts – demonstrates your knowledge, expertise, and commitment to working with nonqualified deferred compensation and nonqualified executive compensation plans. Advisors who earn their NQPA™ demonstrate the expertise required to advise employers on nonqualified plan design and plan financing.
- ESG Investing for 401(k) Advisors Certificate Program was created by some of the nation's leading retirement education resources. This program helps Financial Advisors gain fluency in ESG principles, strategies, and investment screening. Certificate holders gain insight into common questions and concerns, what questions to ask in assessing ESG investments, and the benefits and risks of ESG investments for retirement plans.
The American College of Financial Services is a nonprofit educational institution founded in 1927 by Dr. Solomon Huebner, a pioneer in insurance and economics. Its primary focus is on providing advanced education for financial professionals in areas such as financial planning, insurance, retirement income, and wealth management.
The college has a long-standing reputation for advancing ethical and practical knowledge in the financial services industry. The college’s purpose is to elevate professionalism, ethics, and expertise in the financial services industry, helping advisors better serve their clients through rigorous, practical education and ongoing development.
Over 50 years ago, the College for Financial Planning®—a Kaplan Company introduced the CERTIFIED FINANCIAL PLANNER™ certification, which is now the world's most recognized and respected financial planning credential.* Years later, as an early adopter of online education, the College combines cutting-edge, flexible learning with a rich history in financial education to meet the needs of today's financial services professionals. From graduate programs to professional designations to exam prep, our dedication to excellence, innovation, and student-centric learning underscores everything we do.
In July 2018, Kaplan acquired the College for Financial Planning®, bringing together two respected leaders in financial services education. Accredited by the Higher Learning Commission, the College for Financial Planning®—a Kaplan Company remains an independent institution owned by Kaplan.
Fi360 was founded in 1999 and the company specializes in providing fiduciary education, certification, software, and analytics to financial professionals. Fi360 is best known for its Accredited Investment Fiduciary (AIF®) designation, which trains advisors to adhere to a prudent process in investment management.
The National Association of Plan Advisors, an affiliate organization of the American Retirement Association, was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors.
While the financial services industry is well represented in Washington by a number of trade associations that weigh in on issues affecting advisors, NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. This exclusive focus is what sets NAPA apart.
As a professional society, NAPA is uniquely committed to seven core principles of advisors serving employer-sponsored retirement plans:
- The retirement industry is in transition and NAPA is a leader for positive change.
- NAPA's core purpose is to enhance retirement security in America.
- NAPA members focus on providing high quality, professional advice to retirement plans and/or their participants.
- NAPA members are committed to leading the transition to a more transparent, effective, professionally governed retirement system.
- NAPA members may serve as either fiduciaries or non-fiduciaries, but are committed to clearly disclosing their fiduciary or non-fiduciary status to their ERISA retirement plan clients.
- NAPA members pledge to comply with all requirements relating to retirement plans that are or will be required by the SEC, DOL, or any other governing agencies.
- NAPA members pledge to maintain ethical standards in their representation of plan sponsor and participant clients and will strive to service them under a process that puts their clients' interests first.
Membership offers three valuable benefits: advocacy, business intelligence, and networking – all designed to keep plan advisors in the forefront of the industry and help them succeed.
- TRAU, The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education is the first retirement planning certification program associated with a nationally recognized institution of higher learning. Participating retirement plan advisors benefit by earning a professional designation and certification that has real meaning to plan sponsor clients, prospects, and the retirement industry. Curriculum is a combination of onsite classes at the UCLA campus, virtual classroom courses and self-study. By combining world class professors with retirement industry leaders, TRAU has created the most comprehensive retirement training program for financial advisors in America. This unique combination of academic excellence and practical experience provides the foundation to develop highly skilled and knowledgeable retirement plan advisors.