Jason Windham
President, Partner and CERTIFIED FINANCIAL PLANNER™
- Role
- President at Carson Wealth-The Shobe Financial Group
- Location
- Baton Rouge, LA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Jason Windham
President of Carson Wealth/The Shobe Financial Group, Jason has over 25 years’ experience…
Experience
President
Carson Wealth-The Shobe Financial Group
Present
Education
The University of Texas at Dallas
Post-Graduate, Business Administration and Finance
1997 — 1997
The University of Alabama
Bachelor of Science (B.S.), Mechanical Engineering
1988 — 1991
Colorado State University
Master of Business Administration - MBA
2011 — 2013
Skills
- Investments
- Estate Planning
- Retirement Planning
- Asset Allocation
- Saving for Education
- Certified Financial Planner
- Investment Management
- Insurance Strategies
- Certified Investment Management Analyst
- Tax Planning
- Retirement Savings
- Wealth Management
- Financial Planning
- Portfolio Management
- Financial Services
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