Jason Codrea

About Jason Codrea

Codrea Financial Services was founded with the goal of assisting our clients in every aspect of their financial lives. As a Financial Advisor, I can help clients pursue their financial goals by providing comprehensive financial planning services. Over the years, I have focused my practice on educating dentists and dental students with their complex financial needs. It is great to assist a variety of business owners from before their grand opening all the way until retirement. Every financial plan is tailored to each client’s unique personal and financial situation, and the products and services that I recommend reflect those individual goals. At Codrea Financial Services our mission is to help you make smart financial decisions based on integrity, trust, and a system catered to your individual needs.Securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA/SIPC please see contact info section above. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Codrea Financial Services are separate entities from LPL Financial. The Dental Network Group is not affiliated with LPL Financial.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. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.We are licensed to sell insurance products in the following states of: Colorado (CO), Illinois (IL), Indiana (IN), Ohio (OH), Pennsylvania (PA), South Carolina (SC), Tennessee (TN), Texas (TX), Washington (D.C), Wisconsin (WI).

Experience

1. Financial Advisor

   Codrea Financial Services

   Jan 2009 — Present · Columbus, OH, US

   At Codrea Financial Services, we provide assistance in the following areas:INVESTMENTS-Mutual Funds-Bonds-Common Stock-IRA/401(k) Rollover Services-529 College Savings Plan-Roth IRA-SEP IRA-SIMPLE IRA-Traditional IRA-Variable Annuity-401(k)FINANCIAL PLANNING-Retirement Planning-Tax Planning Strategies-401(k) Planning-College Plans-Estate PlansINSURANCE-Disability Income Insurance-Life Insurance-Long Term Care InsuranceSecurities offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact’ section. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Codrea Financial Services are separate entities from LPL Financial. The Dental Network Group is not affiliated with LPL Financial.

Education

• Anderson University

  Bachelor's degree, Finance and Financial Management Services

• Anderson University

  Bachelors, Finance

  1999 — 2003

Skills

• Comprehensive Financial Planning
• Investments
• Mutual Funds
• Retirement Planning
• Long Term Care Insurance
• Financial Advisory
• Roth Ira
• Retirement
• Life Insurance
• Disability Insurance
• Small Business
• Insurance