ADVISOR BIO

Jason Tolzman is a financial advisor with Geneos Wealth Management, Inc., a firm located in Scottsdale, Arizona. Jason has been in the financial industry for 2 years and has a Series 7TO, Series 66 and SIE. Jason works with individuals, corporations, and charitable organizations. Jason offers financial planning, portfolio management, pension consulting, and educational seminars.

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ADVISOR BIO

Jason Su is a financial advisor with Family Ai! Financial LLC and has over 17 years of experience in the financial services industry. Jason is registered with the state of Virginia as a Registered Representative and Investment Advisor Representative, as well as with the state of Arizona as an Investment Advisor Representative. Jason has a Series 7, Series 63, Series 66, and SIE licenses and holds the Certified Financial Planner designation. Before joining Family Ai! Financial LLC, Jason was employed by USAA Financial Advisors, Inc. and Fidelity Brokerage Services LLC.

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ADVISOR BIO

Jason Turetzky is a financial advisor with Robert W. Baird & Co. Inc. located in Tucson, AZ. Jason has been in the financial services industry since 1999, offering a wide range of financial services including financial planning, portfolio management, and investment advisory services. Jason holds Series 7 and Series 63 securities licenses, as well as a Series 65 investment advisor license. Prior to joining Robert W. Baird & Co. Inc., Jason worked at WELLS FARGO CLEARING SERVICES, LLC and A. G. EDWARDS & SONS, INC.

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ADVISOR BIO

Jason Charles Benedetti is a financial advisor registered with Cetera Investment Advisers LLC. Jason is also a registered representative of Cetera Advisors LLC. Jason has been working in the financial industry since 2003, having previously been employed by MML Investors Services, LLC, MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Jason is a Certified Financial Planner and holds Series 6, 7 and 63 licenses. Jason is also registered to provide investment advice in 27 states and has over 100,000 clients, including individual investors, pension plans, charitable organizations, and businesses. Jason provides a range of financial services, including investment management, financial planning, and retirement planning.

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ADVISOR BIO

Jason Dalen is a financial advisor who has been in the industry since 2015. Jason is currently registered with RBC Capital Markets, LLC, and has previously worked with UBS Financial Services Inc. Jason has a wide range of experience in the financial services industry, including working with individuals, corporations, and institutions. Jason has a strong track record of success and is committed to providing his clients with the highest quality of service.

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ADVISOR BIO

Jason Legrand Slade is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Jason has been in the securities industry since September 17, 1997. Jason is registered with the state of Texas as an investment advisor representative. Jason has also been associated with EDWARD JONES and ING FINANCIAL ADVISERS, LLC in the past.

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ADVISOR BIO

Jason Christopher Romero is a financial advisor with Raymond James Financial Services Advisors, Inc. Jason has been in the industry since 2000 and has a wide range of experience in helping individuals and families reach their financial goals. Jason is a registered representative in Arizona, California, and Texas. He is also a registered investment advisor in Arizona, California, and Texas. Jason's firm is based in Glendale, AZ and is currently registered with the Securities and Exchange Commission (SEC) as an investment advisor. The firm provides a wide range of financial advisory services, including portfolio management, financial planning, and retirement planning. Jason has also held previous positions at LPL Financial LLC, ING Investments Distributor, LLC, M&I Financial Advisors, INC., Wells Fargo Investments, LLC, Wells Fargo Securities Inc., Wells Fargo Brokerage Services, L.L.C., Vanguard Marketing Corporation, and SunAmerica Securities, Inc.

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ADVISOR BIO

Jason Hearn is a financial advisor with over 10 years of experience in the financial services industry. Jason is currently registered with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. in Arizona. Jason has a Series 7, Series 10, Series 9, Series 24, Series 66 licenses. Jason specializes in providing financial advice to individuals, businesses, insurance companies, pension and profit sharing plans, charitable organizations, and state or municipal government entities. Jason holds a Bachelor of Science degree in Finance from Arizona State University.

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ADVISOR BIO

Jason R Kane is a financial advisor at Fidelity Personal And Workplace Advisors. Jason has been in the industry since March 2022. Jason specializes in portfolio management for individuals and businesses, and also provides financial planning and educational seminars. Jason is registered to provide investment advice in 53 states and the District of Columbia.

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ADVISOR BIO

Jason Hedstrand is a financial advisor with Redwood Private Wealth. Jason has been in the financial services industry since 2002. Jason is registered with the state of Minnesota as an Investment Advisor Representative. Jason is also a Series 7 and Series 63 licensed holder, and has passed the SIE and Series 65 exams. Jason has previous experience with OSAIC WEALTH, INC. and Sentra Securities Corporation. Jason specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services for both individuals and businesses.

SPECIALIZATIONS