Jason Minor

About Jason Minor

I enjoy educating clients on taking advantage of rolling over 401k assets, manage what they have currently accumulated through all investment vehicles to become better prepared for what the market is going to give them. At MD Wealth Management Group, we want to give you the knowledge you will need and the attention you deserve to reach any or all of our clients\' concerns with their retirement readiness, financial wellness and income replacement. We also have extensive experience helping companies review and initiate retirement plans for themselves as well as their employees. These plans can be in the form form of a 401(k), 403(b), Simple IRA\'s, Sep IRA\'s or Cash Balance plans. Each company is different and has their own goals as to how they would like to initiate these plans to help recruit quality talent for their employee base. The best way to get in touch with me is to call me directly at 61••••••42 or by email at j•••••@janney.com. For more information about Janney, please see Janney’s Relationship Summary (Form CRS) at which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

Experience

1. Vice President Wealth Management

   Janney Montgomery Scott LLC

   Jul 2018 — Present · Nashville, TN

Education

• University of California, Los Angeles

  Theater, Film, Television/Business Finance

  1995 — 1996

• Belmont University

  Business Finance

  1999 — 2001

• Liberty University

  Bachelor's Degree

  2012 — 2014