J Jason Heaton's Location
Dunnellon, Florida, United States
J Jason Heaton's Work
- Financial Advisor @ Raymond James
- Financial Advisor @ Merrill Lynch
- Financial Services Representative and Licensed Banker @ SunTrust Investment Services, Inc.
- Financial Services Representative and Agent @ Ocala Insurance & Financial Services
- Financial Services Associate @ State Farm
- Sales Specialist @ The Hartford
J Jason Heaton's Education
- The American College
Chartered Financial Consultant (ChFC®) ( Financial Planning and Services)
2013 - 2016 - College for Financial Planning
Chartered Retirement Plan Specialist ( Financial Planning and Services)
2013 - 2013 - College for Financial Planning
Chartered Retirement Planning Counselor Designatio ( Banking and Financial Support Services)
2013 - 2013
- College for Financial Planning
Chartered Mutual Fund Counselor designation ( Financial Planning)
2006 - 2006 - The American College
Life Underwriter Training Council Fellow Designation ( Financial Planning and Services)
2005 - 2005 - Merrill Lynch University
Cerified Special Needs Advisor designation ( (CSNA), Financial Planning and Services)
2012
J Jason Heaton's Skills
- Estate Planning
- Financial Advisory
- Fixed Annuities
- Insurance
- Retirement Planning
- Sales
- Financial Planning
- Wealth Management Services
- IRAs
- Investments
J Jason Heaton's Summary
J Jason Heaton, based in Dunnellon, Florida, United States, is currently a Financial Advisor at Raymond James Financial, Inc., bringing experience from previous roles at Merrill Lynch, Suntrust Investment Services, Inc., Ocala Insurance & Financial Services and State Farm. J Jason Heaton holds a 2013 - 2016 Chartered Financial Consultant (ChFC®) in Financial Planning and Services @ The American College. With a robust skill set that includes Estate Planning, Financial Advisory, Fixed Annuities, Insurance, Retirement Planning and more, J Jason Heaton contributes valuable insights to the industry. J Jason Heaton has 2 emails and 1 mobile phone number on RocketReach.
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