Jason Maile Email & Phone Number
Certified Financial Planner™ and Senior Partner @ Jacobi Wealth Advisors
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Jason Maile Location
- Berwyn, PA, US
Jason Maile Work
- Certified Financial Planner™ and Senior Partner @ (June 2017 - Present)
- Certified Financial Planner™ and Assistant Vice President @ RZ Wealth (July 2006 - May 2017)
- Professional Basketball Player @ Juvecaserta (August 2005 - June 2006)
- Professional Basketball Player @ C.B. Calpe-Aguas De Calpe (August 2004 - July 2005)
- Owner and Instructor @ NextLevel Hoops (January 2001 - July 2005)
Jason Maile Education
- The American College
CFP® Certification Curriculm
2012-2014 - University of Pittsburgh
Bachelor's Degree (Business & Economics)
1992-1997
Jason Maile Skills
- Wealth Management
- Strategic Financial Planning
- Investment Strategies
- Advanced Insurance Planning
- Retirement Planning
- Investment Management
- Portfolio Management
- Employee Benefits
- Alternative Investments
- Asset Management
- Financial Advisory
- Eldercare Issues
- Qualified Plan Advice
- Wealth
- Insurance
- 401k
- Retirement
- Mergers
- 529 Plans
- Life Insurance
- Long Term Care Insurance
- Financial Services
- Series 65
- ETFs
- Marketing Strategy
- Hedge Funds
- Investments
- Series 7
- Fixed Annuities
- Mutual Funds
- Securities
- Bonds
- Management
- Public Speaking
- Series 63
- FINRA
- Long Term Care
- Disability Insurance
- Asset Allocation
- Stocks
- Finance
Jason Maile Summary
- Jason Maile, based in Berwyn, PA, US, is currently a Certified Financial Planner™ and Senior Partner at Jacobi Wealth Advisors. Jason Maile brings experience from previous roles at RZ Wealth, Juvecaserta, C.B. Calpe-Aguas De Calpe and NextLevel Hoops. Jason Maile holds a 2012 - 2014 CFP® Certification Curriculm @ The American College. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Investment Strategies, Advanced Insurance Planning, Retirement Planning and more. Jason Maile has 1 emails and 3 mobile phone numbers on RocketReach.
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