Jason Jodway, CF2

About Jason Jodway

J.Wellington Financial is a client centered financial planning and
investment advisory firm. Jason has spent over 22 years specializing
in hand crafting financial plans for people who have a real planning
need, are serious about their financial wellbeing and are ready to take
action.
Service Personified
Jason provides personalized service that the large financial firms
cannot offer by building an advisor/client relationship through
knowing and understanding you. Through his client service
experience, one can see his expertise and devotion to ensuring
clients have education and knowledge at their fingertips.
Expertise and Independence
Jason brings out of the box thinking and non-traditional solutions by
bring Wall St. to Main St. The refreshing notion that a truly
independent advisory firm can bring real and independent advice
hold true at J. Wellington Financial because the firm is not beholden
to any large corporations, have product quota’s or use the traditional,
out dated investment models and advise. Jason W. Jodway is 100%
focused on you.
“The safest way to double your money is to fold it
over once and put it in your pocket” - Kin Hubbard
Jason earned his Bachelor of Arts with a dual concentration on
banking & finance and economics. Jason has vast investment
knowledge and experience to thoughtfully and skillfully navigate
through a booming market and safely through market crashes to
ensure that his clients fulfill their retirement and lifestyle dreams. J
Jason has spent over a decade managing and leading a large local
healthcare organization’s retirement plan of $500,000,000 and
personally advising thousands of individuals over the years to help
them define what their retirement is, create a clear financial plan and
transition them into retirement. Jason has seen first hand where
people make unnecessary investment mistakes. This is often due to
the lack of quality access to quality advise. Jason has dedicated his
career to helping people in the pre-retirement age of 55 and older,
women and healthcare professionals.
Jason Understand His Clients
Jason is aware that his clients are busy with many competing issues.
He understands they may have an active work schedule, family life
that gets in the way, promises and obligations that prevent them from
moving forward with their financial decisions. Jason is positioned to
work around your needs and is prepared to work hard on your behalf
while you live your busy living life.
When Jason is not assisting client or following markets, he spends as
much time as possible with his wife and 3 children playing,
gardening, reading, cooking, enjoying performing arts and spending
time with local charities volunteering.
“The price of success is hard work, dedication to the
job at hand, and the determination that whether we
win or lose, we have applied the best of ourselves
to the task at hand.” - Vince Lombardi