Jason Irons
CFP®, Independent Financial Advisor
- Role
- Certified Financial Plannertm at Renaissance Wealth Management
- Location
- Arlington, TX, US
- LinkedIn followers
- 500 followers
About Jason Irons
As a comprehensive financial planner, I work with individuals in the development and implementation of financial plans and investment strategies. I also help businesses create customized retirement plan solutions, focusing on plan design, tax management, investments and education. In addition to the CFP® certification, I hold a Series 7, 63 and 65 registration as well as a General Lines Life, Health and Accident insurance license in many states. Specialties: Financial Planning, Investments, Insurance (Life, Health, Disability), Qualified Retirement Plans, Employee Benefits, Tax & Estate Planning Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Renaissance Wealth Management are not affiliated.
Experience
Certified Financial Plannertm
Nov 2010 — Present · Arlington, TX, US
At Renaissance Wealth Management, we partner with families and businesses of all asset sizes, assisting in the accumulation, preservation and distribution of wealth. We take pride in building long-term relationships based on trust, and we are committed to providing the highest level of service during every stage of your life. Because we are independent and not limited to the products and services of one company, you can be assured that our advice will be objective and focused on your best interests. Contact me today to request a complimentary consultation and see how I can put my expertise to work for you.
Education
Texas Tech University - Rawls College of Business
BBA, Finance, Honors Studies
1997 — 2001
Southern Methodist University
Certification, Certificate Program in Financial Planning
2008 — 2009
Skills
- Qualified Retirement Plans
- Alternative Investments
- Estate Planning
- Retirement Planning
- Life Insurance
- Employee Benefits
- Asset Managment
- Investments
- Strategic Financial Planning
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