Jason Valdez
Jason Valdez
Financial Advisor
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FIC, CLTC®, BFA™
About Jason Valdez
I provide the tools you need to meet your most important goals. Whether it's protecting against the unexpected, finding ways to accumulate wealth, or identifying ways to creating a more tax efficient portfolio, I will provide actionable solutions tailored to your unique needs. Ultimately, I want you to be in control of the steering wheel while I help navigate the journey.
My years as a Financial Advisor have allowed me to build wonderful relationships rooted in trust. What I find most rewarding is seeing how our collaborative work shapes a successful future for my clients....
My qualifications
- Bachelors of Civil Engineering, New Jersey Institute of Technology
- General Securities Representative
My state licenses
- Florida
- New Jersey
- North Carolina
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
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