Jason Baird
Financial Advisor
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About
Hi, I’m Jason Baird, financial advisor, small business owner, and committed partner in your financial journey.
I launched my practice with one goal in mind: to provide clear, personalized guidance that helps individuals and families make confident financial decisions. I’m here to help you prepare for retirement, grow your wealth, protect your family, build a legacy and make sense of your financial picture.
My goal is to advise you as you build a plan that fits your goals, not someone else’s agenda. I believe in transparency, education, and building...
My qualifications
- Bachelors of Biblical Studies, Liberty University
- Securities Industry Essentials
- Investment Company Products and Variable Contracts Limited Representative
- General Securities Representative
- Investment Adviser Representative
- Agent
My state licenses
- Delaware
- Illinois
- Kentucky
- Maryland
- New Jersey
- North Carolina
- Ohio
- Pennsylvania
- South Carolina
- Virginia
- West Virginia
Office location
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.