Jameson Lett
Financial Advisor @First Financial Group
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WORK HISTORY
Financial Advisor @First Financial Group
I love the challenge of honing my craft and all of the unique clients I work with. But my path to this point is less than conventional. Weary of the traditional advisory model with its narrow focus and cookie-cutter advice, I chose a different path: I spent 5 years working with people with developmental disabilities to help them achieve meaningful employment and community engagement. The work was never boring and elicited its own reward, but I saw how proper financial planning could drastically enhance people’s lives, particularly when medical complexities were part of the equation. Unable to shake the entrepreneurial itch, and through the help of others and a healthy mix of creativity and grit, I launched my practice in the early Spring of 2013. Now, I help business owners and private real estate investors coast-to-coast with my planning process that helps people see their financial world in a way they often never have before. I am also fortunate to continue to advocate for people with intellectual disabilities and other medical complexities. In addition to providing for the unique financial challenges of the families and businesses that exist in this space, I also serve on the board of trustees for I Am Boundless, one of the largest and most innovative service providers in Ohio. Securities and investment advisory services through MML Investors Services, LLC, Member SIPC. Supervisory office: 7101 Wisconsin Ave, Suite 1200, Bethesda, MD 20••••••••30. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA and are not subsidiaries of MassMutual or its affiliated companies.
EDUCATION
The Hebrew University of Jerusalem
Classics and Classical Languages, Literatures, and Linguistics
The Ohio State University
Bachelor's degree, Classical Hebrew Liturature
ABOUT JAMESON LETT
As a business owner or private real-estate investor, do you have a plan to maximize your…
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