Jason Baucom
Master Of Science Personal Financial Planning · Charted Financial Consultant · Master Planner Advanced Studies · Accredited Investment Fiduciary · Certified 401 K Professional · Accredited Asset Management Specialist · Accredited Wealth Management Advisor · Certification Of Long Term Care · Chartered Retirement Planning Counselor · Certified Plan Fiduciary Advisor · Non Qualified Plan Consultant
Virtual
In-Person
Specialties
About Me
Jason Baucom is the President and Founder of JB Wealth Management, where he provides personalized, comprehensive financial guidance to individuals, families, independent women and small businesses owners, helping them complete together their unique financial puzzle, one piece at a time.
With over 20 years of experience in financial services, Jason has worked in various capacities since 2003. After earning a Bachelor of Arts degree from the University of California, San Diego, he began his career at US Bank, where he quickly advanced through management. In 2005, he took on a dual role with US Bank and US Bancorp Investments & Insurance, developing his expertise as a Financial Specialist. In this role, he worked closely with clients to help them achieve their short- and long-term financial goals. To further enhance his ability to serve clients, Jason earned a Master of Science in Personal Financial Planning (MS-PFP) from the College for Financial Planning, the Chartered Financial Consultant designation from the American College of Financial Services, the Accredited Investment Fiduciary designation from Broadridge Fi360 and the Certified 401(k) Professional designation from The Retirement Advisor University in partnership with UCLA Anderson School of Management Executive Education. Continuous learning is vital for financial advisors as the financial landscape is always changing. With frequent updates to tax laws, investment options, market trends, and regulations, staying current allows Jason to offer informed, timely, and strategic guidance tailored to each client’s needs.
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
Master Of Science Personal Financial Planning, Charted Financial Consultant, Master Planner Advanced Studies, Accredited Investment Fiduciary, Certified 401 K Professional, Accredited Asset Management Specialist, Accredited Wealth Management Advisor, Certification Of Long Term Care, Chartered Retirement Planning Counselor, Certified Plan Fiduciary Advisor, Non Qualified Plan Consultant
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
We appreciate your trust in our financial advisory services and value the opportunity to clarify how we are compensated for our expertise and guidance. Transparency is at the core of our client relationships, and we want to ensure you have a clear understanding of our compensation structure. As your dedicated financial advisor, we operate on a fee-based model. This means that we are compensated based on a predetermined fee arrangement agreed upon between us and yourself that involves a percentage of Assets Under Management (AUM). This fee structure is designed to align our interests with yours and ensure that our recommendations are always in your best interest. The fees we charge cover a comprehensive range of services we provide, including but not limited to Financial Planning, Investment Management, Ongoing Monitoring, Retirement Planning, Estate Planning, Tax Planning and Financial Education.