Jason Prattes
Wealth Manager and Lpl Financial Advisor @Prattes Wealth Partners
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WORK HISTORY
Wealth Manager and Lpl Financial Advisor @Prattes Wealth Partners
I work closely with each client to gain a comprehensive assessment of their financial situation in order to design and manage a financial plan and investment program that seeks to accomplish their goals.My experience working with corporations, executives and professional athletes gives me a historical perspective to help guide my team and clients to make the right decisions. Long-term appreciation is our primary objective. We are held to a fiduciary standard which requires us to act in the best interest of my clients at all times.I strive to build a strong relationship where my clients feel secure to seek my advice for anything. It is my fiduciary obligation to act in the best interest of every client and their family – this is a responsibility that I live and breathe.*LPL Financial Representatives offer access to Trust Services through the Private Trust Company N.A, an affiliate of LPL Financial. For a list of states in which we are registered to do business, please visit Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC please see thecontact section above. Financial Planning offered through Pence Wealth Management, a registered investment advisor and separate entity from LPL Financial.
EDUCATION
Southern Methodist University
Bachelor's Degree
SKILLS
ABOUT JASON PRATTES
I\'m a Wealth Manager and Financial Advisor in Orange County, California serving clients…
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