Advisor profile


My approach

Jason Curfman - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Jason Curfman - My approach photo

Areas of focus

  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7 - General Securities Representative Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance

Education

  • BS, Mathematics, University of North Carolina, Chapel Hill, North Carolina

Interests

  • Spending time with my wife, Danielle, family and friends
  • Playing soccer, hiking and volunteering with my church, The Summit
  • Reading - Christian Theology and Science Fiction

Community participation

I strongly believe in the importance of serving in one's community. Aside from volunteering at The Summit Church, my wife and I lead a DWELL ministry team in an apartment complex in Raleigh. DWELL engages targeted neighborhoods all over RDU by relocating teams of people who commit to eat, pray, study, and serve the community together.

Awards & recognition

  • Ameriprise Client Experience Award, 2020