Jason Gena

FIC, RICP®

Financial Advisor

State(s) Licensed:   AK, CO, IL, IN, MO, OH, SC

Phone 219-627-3371
Address

9495 Keilman Street Suite#7
Saint John, IN 46373

Jason Gena

State(s) Licensed:   AK, CO, IL, IN, MO, OH, SC

Financial Efficiency

Are your assets positioned efficiently? Many individuals have a collection of assets, accumulated over time. Coordinating assets to work together and rebalance periodically can make a big impact on your portfolio. I have obtained the Retirement Income Certified Professional® designation, as well as, the Fraternal Insurance Counselor designation. I draw on my industry expertise to help build an efficient financial plan.

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Saint John Office

Phone:
219-627-3371
Fax:
317-350-1331
Mobile:
219-336-2497

Hours

M – F: 9 a.m. – 5 p.m.

Lansing Office

Hours

M – F: 9 a.m. – 5 p.m.