JASON  BOTTENFIELD,  CFP<sup>&reg;</sup> - Financial Advisor

JASON BOTTENFIELD, CFP®

CDFA

PARTNER | MANAGING DIRECTOR | WEALTH MANAGER

Park Cities Group

4429 Bryn Mawr Dr
Dallas, TX 75225-6743
FINANCIAL ADVISOR'S WEBSITE
(214) 450-4733 CONNECT WITH JASON
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General

JASON BOTTENFIELD is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Park Cities Group in Dallas, TX and the surrounding communities.

Financial Advisor Overview

Jason has extensive experience in working with families on how to manage the complex, multigenerational challenges of significant wealth. He takes an integrated approach that includes family issues, wealth transfer, asset protection and business succession planning. Aside from being an avid sportsman and classic car enthusiast, Jason gets his energy and inspiration from his wife, Brandi, and the twins, Kinley and Chance.

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Financial Advisor Experience

Over the last 15+ years, Jason has built a successful practice educating and advising clients on how to better understand and manage their total financial picture. Through an effective use of resources and the coordination of a trusted team of advisors, Jason focuses on inspiring his clients with a level of confidence, so they can spend less time worrying about their finances and more time doing those things that matter most to them.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 31, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Divorce Financial Analyst (CDFA)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer

Steward Partners Global Advisory LLC and the Park Cities Group maintains a separate professional business relationship with, and our registered professionals offer securities through, Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Steward Partners Investment Advisory LLC.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Corporate Finance, Estate Planning, Getting Divorced, Irregular Income, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances

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Helpful Financial Planning Resources