Advisor profile


My approach

Jason Green - 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 Green - My approach photo

Areas of focus

  • Investment Management
  • Family Finances
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Saving for Education
  • Retirement Income Strategies
  • Insurance
  • Investments
  • Small Business
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Florida State University - B.S. Social Sciences 2002

Professional associations

  • Financial Planning Association

Previous experience

  • Financial Advisor - Edward Jones, 2009 - 2019