Jason Stone
Cfp Cpwa Secura Financial Planning and Wealth Management @Secura Financial Planning & Wealth Management
Orange, CA, US
EMAILS
MOBILE NUMBERS
+17•••••••40
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WORK HISTORY
Nov 2019 — Present
Cfp Cpwa Secura Financial Planning and Wealth Management @Secura Financial Planning & Wealth Management
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Orange, CA, US
City Blvd West, Suite 20••••••••16Securities offered through Crown Capital Securities, L.P. Member FINRA/SIPC. Investment advice offered through Secura Financial, LLC, a registered investment advisor. Secura Financial, LLC and Crown Capital Securities, L.P. are separate and https://brokercheck.finra.org/
EDUCATION
2003 — 2006
California State University-Long Beach - College of Business
Management
2003 — 2006
California State University-Long Beach - College of Business
Finance
SKILLS
Retirement PlanningValuationFinancial ServicesSalesSmall BusinessStrategic PlanningProject PlanningPortfolio ManagementInvestmentsRetirementStrategic Financial PlanningCorporate FinanceBankingSaving for EducationFinancial Advisory401kReal EstateFinance
ABOUT JASON STONE
I help families take a more sophisticated approach to building and protecting wealth by…
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