Jason Baum, CFP®, CFA®, ChFC®
Designations and Licenses
Jason is a CERTIFIED FINANCIAL PLANNER™ professional, holds the Chartered Financial Analyst® designation and is a Chartered Financial Consultant. He also holds health and life insurance licenses in the state of Florida.
Experience and Education
Jason provides clients with comprehensive wealth management services to help them achieve their goals. He also provides integrated planning and strategies to help clients grow and protect their wealth.
Prior to joining Mariner Wealth Advisors, he was a financial advisor for Rehmann specializing in comprehensive financial planning, portfolio management, insurance planning and estate planning. Prior to that, he was a financial planner for Ciccarelli Advisory Services, where he was responsible for comprehensive financial planning, portfolio management and was a member of the investment committee.
Jason has an MBA from William Howard Taft University. He is a member of the CFA Society of Naples and the Financial Planning Association of Southwest Florida.
Jason enjoys traveling, attending sporting events, reading and playing guitar. He is a supporter of various environmental and wildlife conservation organizations.