Jason Slone

Email: djasonslone@gmail.com

LinkedIn: https://www.linkedin.com/in/jason-slone-phd-ccfc-578601231/

I am a career changer with some experience. I was an Edward Jones FA 2008-2009, but left to be a University Dean (I have a PhD). In 2020, I started doing college planning (for my own kids, then others') and now am a CCFC. I want to work with upper income Gen X families with college-bound kids who are trying to figure out how to put their kids through college and still retire on time. I'm warm and outgoing with broad professional experience, good people skills, love to learn, am very comfortable with business development (content and social media marketing, and sales), and have the heart of a teacher. I'm a specialist in late-stage (high school) college and student loan planning, but have some experience from my EJ days with investment management, insurance, and retirement planning. Looking for an ethical firm who would love to add college and loan planning and/or the Gen X family niche to their offerings.

Desired Position: Client-Facing Financial Advisor

Preferred Business Channel: Fee-Only RIA

Location: Savannah, GA

Preferred Work Location: Remote

Compensation Preference: Salary plus Bonus (Fixed and Variable)

Required Employer Benefits: None

Securities Licenses: Series 65

Insurance Licenses: Life, Accident, Health, Property/Casualty

Designations: Certified College Financial Consultant (CCFC)

Education Level: Doctorate Degree

Current Position: Advisor

Years of Industry Experience: 3

Number of Existing Client Households: 0

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