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Our financial advice team


Jason Helterbridle

Jason Helterbridle

CRPC®, APMA®, CEPA®

Financial Advisor

Co-Founder of
Vision Advisory Group
21
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.

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Investments
  • Insurance
  • Family Finances
  • Saving for Education
  • Charitable Giving

Interests

  • Family
  • Fly Fishing
  • Music
  • Travel

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • CEPA® Certified Exit Planning Advisor
  • Series 7 License
  • Series 66 License
  • Health, Life, Variable Annuities and Variable Life

Community participation

  • Project Healing Waters Member
  • Bonefish & Tarpon Trust Member
  • Captains For Clean Water Member
  • Trout Unlimited Member
  • Indifly Corps Member