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Our financial advice team


Jason Driver, Financial Advisor serving the Rock Hill, SC area - Ameriprise Advisors

Jason Driver

CFP®, APMA

Financial Advisor

Steward Concepts
10
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

  • Investments
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Insurance
  • Tax Planning Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor's Degree - Business Administration, Finance - Winthrop University, 2011-2014
  • Associate's Degree - Business Administration - Potomac State University, 2009-2011

Awards & recognition

  • Steward Concepts, Forbes Best-in-State Wealth Management Teams, 2022

Community participation