Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

At our firm, we have the client—and only the client—in mind.

We are dedicated to providing investment management and strategic wealth planning that is specific to you and your situation. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide professional opinions that are designed to pursue long term investment results.

We are committed to professionally supporting, educating, and providing an informed direction to each and every client and we do this with the highest levels of trust, integrity and respect while collaborating with tax advisors and estate planning attorneys when necessary.

Jason Baucom MS-PFP®, MPAS®, AAMS®, AWMA®, CRPC®, CLTC®, CPFA®, ESG(k)®

President & Founder, JB Wealth Management

Jason Baucom is the President and Founder of JB Wealth Management, a firm that provides personalized and comprehensive financial guidance for individuals, families, and small businesses by helping them complete their unique financial...
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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.