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 puzzle one piece at a time.
Jason's 20+ years of experience in financial services is broad and extensive having served investors in a variety of capacities since 2003. After obtaining a Bachelor of Arts degree from the University of California, San Diego, Jason began his financial career at US Bank as a banker and advanced through the ranks of management. In 2005, Jason became a dual employee of US Bank and US Bancorp Investments & Insurance where he advanced and developed into a Financial Specialist. As a dual employee, Jason gained valuable experience interacting with individuals, families, and small businesses while helping them seek to accomplish their short and long-term goals. To further complement his experience and ability to help clients, Jason obtained a Master of Science Degree in Personal Financial Planning (MS-PFP) from the College for Financial Planning.
Jason holds FINRA Series 7, 66, Securities Industry Essentials (SIE) registrations with LPL Financial and is Life, Health, and Long Term Care Insurance licensed. CA Insurance Lic#0J12478. In addition to that, Jason holds seven professional designations:
Master Planner Advanced Studies℠ (MPAS®)
Accredited Asset Management Specialist℠ (AAMS®)
Accredited Wealth Management Advisor (AWMA®)
Certification for Long Term Care (CLTC®)
Chartered Retirement Planning Counselor (CRPC®)
Certified Plan Fiduciary Advisor (CPFA®)
Non Qualified Plan Consultant (NQPC™)
Certification in Environmental, Social, and Corporate Governance (ESG) Investing for 401(k) Plan Advisors (ESG(k)®)
College for Financial Planning®
NAPA (National Association of Plan Advisors)