Jason King, CFP®, EA

Jason King, CFP®, EA

Jason's passion is to deliver financial guidance that instills confidence in his clients' financial wellbeing while providing personalized service to help them build and preserve their wealth, create a lasting legacy, and implement income strategies that empower them to pursue their life's ambitions.

He enjoys spending his time with his long-term girlfriend, Kelsey, traveling, hiking, rock climbing, scuba diving and snowboarding.

Mr. King's Brochure Supplement


Years Experience: 4

Areas of Focus:  Comprehensive Financial Planning, Tax & Estate Planning, Investment Management and Research, Asset Allocation, Portfolio Construction, Retirement Planning, Retirement Income Distribution Strategies, Education Planning, Insurance Needs Analysis


Education & Registrations:

  • B.S., Finance with Minors in Accounting & Entrepreneurship; Carlson School of Management, University of Minnesota
  • Certified Financial Planner (CFP®), College for Financial Planning
  • Enrolled Agent 
  • Series 7 and 66 securities registrations
  • MN Insurance Licensed - Life, Health, Disability

Professional Affiliations & Achievements:

  • Eagle Scout, Boy Scouts of America
  • Financial Planning Association®(FPA) Member

Minneapolis, MN:

8421 Wayzata Blvd E, Suite 350
Minneapolis, MN 55426

Fort Myers, Florida:

5237 Summerlin Commons Blvd, Suite 406
Fort Myers, FL 33907

Naples, Florida:

1415 Panther Lane, Suite 498
Naples, FL 34109

Phone MN (612) 439-8400, FL (239) 350-0211
Fax MN fax (952) 935-4958, FL fax (239) 288-0520