Jason T. King

Jason King CFP®, EA


Jason's passion is to deliver financial guidance that instills confidence in his client's financial wellbeing while providing personalized service to help them build and preserve their wealth, create a lasting legacy, and implement income strategies that empower them to pursue their life's ambitions.

He enjoys spending his time with his long-term girlfriend, Kelsey, traveling, hiking, rock climbing, scuba diving and snowboarding.

Years Experience: 5

Areas of Focus:  Comprehensive Financial Planning, Tax & Estate Planning, Investment Management and Research, Asset Allocation, Portfolio Construction, Retirement Planning, Retirement Income Distribution Strategies, Education Planning, Insurance Needs Analysis

Education & Registrations:

  • B.S., Finance with Minors in Accounting & Entrepreneurship; Carlson School of Management, University of Minnesota
  • Certified Financial Planner (CFP®), College for Financial Planning
  • Enrolled Agent (in progress)
  • Series 7 and 66 securities registrations
  • MN Insurance Licensed - Life, Health, Disability

Professional Affiliations & Achievements:

  • Eagle Scout, Boy Scouts of America