Jason Duffaut Email & Phone Number
Managing Member | Financial Planner @ Mission Financial Planners, LLC
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Jason Duffaut Location
- San Antonio, TX, US
Jason Duffaut Work
- Managing Member | Financial Planner @ (January 2023 - Present)
- Managing Member | Agent @ (January 2023 - Present)
- Financial Advisor @ (June 2020 - December 2022)
- Financial Consultant @ (September 2016 - May 2020)
- Wealth Manager @ (September 2016 - May 2020)
- Senior Wealth Manager @ (September 2010 - September 2016)
- AVP, Business Development @ (August 2006 - September 2010)
- Retirement Benefits Specialist @ (November 2003 - August 2006)
- Loan Officer @ (May 2002 - November 2003)
- Regional Advisor @ (November 2000 - February 2002)
- Pesonal Banker III @ Cal Fed Bank (November 1998 - November 2000)
Jason Duffaut Education
- Cannon Financial Institute
(Certified Wealth Strategist)
2010 - The American College of Financial Services
(Philanthropic Studies)
2009 - Cal State Fullerton, College of Business and Economics
BA (Finance)
Jason Duffaut Skills
- Tax Planning
- Risk Management
- Insurance
- Investments
- Estate Planning
Jason Duffaut Summary
- Jason Duffaut, based in San Antonio, TX, US, is currently a Managing Member | Financial Planner at Mission Financial Planners, LLC. Jason Duffaut brings experience from previous roles at Valero Insurance Agency, Heritage Family Offices, LLP, IBC Bank and LPL Financial. Jason Duffaut holds a Cannon Financial Institute. With a robust skill set that includes Tax Planning, Risk Management, Insurance, Investments, Estate Planning and more. Jason Duffaut has 1 emails and 2 mobile phone numbers on RocketReach.
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Jason Duffaut
Managing Member | Financial Planner
San Antonio, TX, US
Top Mission Financial Planners, LLC Employees
Jason Duffaut
Managing Member | Financial Planner
San Antonio, TX, US
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