Jason Duffaut Email & Phone Number
Managing Member | Financial Planner @ Mission Financial Planners, LLC
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Jason Duffaut Location
- San Antonio, TX, US
Jason Duffaut Work
- 2023 -now Managing Member | Financial Planner @
- 2023 -now Managing Member | Agent @
- 2020 -2022 Financial Advisor @
- 2016 -2020 Financial Consultant @
- 2016 -2020 Wealth Manager @
- 2010 -2016 Senior Wealth Manager @
- 2006 -2010 AVP, Business Development @
- 2003 -2006 Retirement Benefits Specialist @
- 2002 -2003 Loan Officer @
- 2000 -2002 Regional Advisor @
- 1998 -2000 Pesonal Banker III @ Cal Fed Bank
Jason Duffaut Education
- Cannon Financial Institute
(Certified Wealth Strategist)
2010 - The American College of Financial Services
(Philanthropic Studies)
2009 - California State University-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.
Looking for a different Jason Duffaut?
Find contact details for 700 million professionals.
Others Named Jason Duffaut
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
Farrah Waller
Operations Marketing and Events Coordinator
San Antonio, TX, US
Kenneth Hamilton
Managing Member | Financial Planner
San Antonio, TX, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co