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Jason Andrew Lunsford

Forvis Mazars Wealth Advisors, LLC

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About Jason Andrew Lunsford

Jason Lunsford is a financial advisor with Forvis Mazars Wealth Advisors, LLC. Jason has been in the industry since 2000. Jason is registered to provide investment advice in Virginia and West Virginia. Jason has previously worked for RBC Capital Markets Corporation, Ferris, Baker Watts, LLC, Ferris, Baker Watts Incorporated, BB&T Investment Services, Inc., and Charles Schwab & Co., Inc.

Firm Information

Jason Lunsford is currently registered with Forvis Mazars Wealth Advisors, LLC. Forvis Mazars Wealth Advisors, LLC is an investment advisor headquartered in Springfield, MO. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and charitable organizations. With a focus on high-net-worth clients, the firm manages over $8.9 billion in assets. They are registered with the SEC and have a strong reputation for providing comprehensive and personalized wealth management services.
Forvis Mazars Wealth Advisors, LLC

910 EAST ST LOUIS ST

SPRINGFIELD, MO 65806

$8.92B

Assets Under Management

145

Total Clients

79

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Lunsford’s Registration & Firm History

MO

06/13/2022 - Present

Forvis Mazars Wealth Advisors, LLC (SPRINGFIELD MO)

WV

03/13/2009 - 03/04/2010

RBC CAPITAL MARKETS CORPORATION (CHARLESTON WV)

WV

04/01/2008 - 03/13/2009

FERRIS, BAKER WATTS, LLC (CHARLESTON WV)

WV

04/06/2005 - 07/25/2007

FERRIS, BAKER WATTS INCORPORATED (CHARLESTON WV)

NC

03/04/2002 - 01/23/2004

BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)

TX

10/09/2000 - 12/17/2001

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 11/07/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/06/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Andrew Lunsford.
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