Jason Richmond, CFP<sup>&reg;</sup> - Financial Advisor

Jason Richmond, CFP®

Pruitt Richmond Wealth Management

19910 S Tamiami Trail, Suite D
Estero, FL 33928

General

Jason Richmond is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pruitt Richmond Wealth Management in Estero, FL and the surrounding communities.

Financial Advisor Experience

Jason began his investment career with Northwestern Mutual. While there, he gained expertise in insurance and investment planning. He passed the 2-15, SIE, Series 6, Series 7, Series 63 and Series 65 exams and is a CERTIFIED FINANCIAL PLANNER™. He left Northwestern Mutual to create PRWM to better serve his clients. He is married to Allison. Together they have two boys, Andy and Luke, and their loving dog, Skye.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Buying a Home, Career Change, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Getting Married, Insurance, Retirement, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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