Jason L. McGarraugh,  CFP<sup>&reg;</sup> - Financial Advisor

Jason L. McGarraugh, CFP®

Wealth Advisor

Your Wealth Guardian

1770 Saint James Place, Suite 360
Houston, TX 77056
(866) 880-5337
(713) 880-5337
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General

Jason McGarraugh is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Your Wealth Guardian in Houston, TX and the surrounding communities.

Financial Advisor Experience

To view a complete list of my experience please visit
 

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

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

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor.  member FINRA/SIPC. Financial Planning offered through Neal Financial Group, a registered investment advisor and separate entity from LPL Financial.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Limited Partnerships, Mutual Funds, Irregular Income, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Long-term Care, Succession Planning, Sudden Wealth

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Helpful Financial Planning Resources