Jason Lunsford, MBA, CRPS ®, AAMS ®, AIF ®, PPC ®
Partner
Wealth Advisor
Jason has been in the financial services industry since 1999. Focusing on private client advisory and institutional investment advisory and consulting services, he emphasizes collaborative wealth management to develop more connected relationships with clients and deliver a more balanced and fulfilling experience to help elevate your financial goals. Jason knows investors today have broader needs beyond traditional investment management and that financial life planning and management requires a proactive duty of care. From investment to estate planning to tax management, Jason evaluates the entire scope of a client’s finances to make recommendations that make sense both financially and personally for each individual investor. He believes it is less about what a client can achieve in the short term or even in just one financial area and more of a long-term approach that accounts for large factors like major life events and non-financial aspirations.
He is a local community leader volunteering with a variety of organizations including his church, youth sports, and Humane Society.
Jason holds a Series 66 registration and is insurance licensed.
A graduate of Concord University with a Finance degree, he holds a Master of Business Administration from Marshall University. Jason has served in sales, advisory, management, and leadership roles in financial services in Fortune 500 corporations.
