Jason Rockwell
Financial Advisor
Domicile State: GA
QUALIFICATIONS
- Financial Professional since 2009
- Licensed to sell Life & Health Insurance
- Registered to offer securities products
- FINRA Series 6, 63 and 65 securities registrations (www.finra.org)
- NAIFA Quality Award Winner (2012 - 2015)
PRODUCTS AND SERVICES
- Stocks, Bonds, and Mutual Funds
- Wealth Management Services
- Access to Managed Accounts
- Annuities, Fixed and Variable
- Charitable Giving Strategies
- Disability Income and Retirement Savings Insurance
- Estate Conservation Strategies
- Education Funding Strategies
- IRA Consolidation/Rollovers
- Long-Term Care Insurance
- Mortgage Protection (through life insurance and disability income insurance)
- Medicare Supplement Coverage
- Pension Payout Alternatives, Transfers, Rollovers
- Tax Sheltered Annuities, 403(b) Plans
- Term Insurance
- Universal Life Insurance
- Variable Universal Life Insurance
- Whole Life Insurance
I am licensed and registered to offer products and services in GA. Licenses and registrations will vary.