Jason P. Stubbings
Director, Financial Advisor at BAIRD
- Role
- Robert W Baird & Co at Baird
- Location
- Charleston, SC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jason P. Stubbings
As a Financial Advisor with 22 years of experience, I help clients develop and implement…
Experience
Robert W Baird & Co
Present
Education
College of Charleston
Bachelors of Science , Bacholars of Science
1996 — 1999
Skills
- Financial Advisory
- Financial Services
- 401k Rollovers
- Finance
- Securities
- Retirement Planning
- Risk Management
- Portfolio Management
- Mutual Funds
- Retirement Plan Consulting
- Fixed Income
- Financial Analysis
- Wealth Preservation Planning
- Retirement
- Fixed Income Strategies
- Stock Trading
- Mortgage Lending
- Wealth
- Series 63
- Asset Allocation
- Insurance
- Customer Service
- Financial Modeling
- 401k
- Concentrated Stock Management
- Public Speaking
- Etfs
- Uniform Combined State Law
- Account Management
- Separately Managed Accounts
- Mortgage Banking
- Tax-Efficient Strategies
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