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Our financial advice team


Jason Todd Fisk, Private Wealth Advisor serving the Fort Worth, TX area - Ameriprise Advisors

Jason Todd Fisk

CRPC

Private Wealth Advisor

Chief Executive Officer of
Clearfork Wealth Management

An Ameriprise Private Wealth Advisor

32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Investments
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Family Finances

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • BA Finance - University of Texas in Arlington

Awards & recognition

  • Clearfork Wealth Management, Forbes Best-in-State Wealth Management Teams, 2024
  • Ameriprise Circle of Success Chairman’s Advisory Council, 2022

Community participation

Our Clients

The clients we are best suited to help are those who have already reached a level of success, but want to improve their financial situation or create a legacy. We strive to help bring value to clients’ lives by working together building a financial plan that may bring them a sense of peace and a belief that their family is taken care of. We know the legacy clients want to create means more than just where the money goes, but also what family values are passed on. We primarily work with financially successful individuals and families with $1M+ in investable assets. We look forward to working with you to design a plan that helps protect your wealth, while planning to maintain your lifestyle with confidence.