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Jason L. Aldred, CFP®, ChFC®

Jason L. Aldred, CFP®, ChFC®

CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant®, Financial Advisor

Jason Lee Aldred, CFP®, ChFC®, is a CERTIFIED FINANCIAL PLANNER professional. Specializing in financial planning, wealth management, business planning, and wealth strategies, Jason helps clients navigate through a multitude of financial matters. Serving for more than a decade in the financial services industry, Jason previously worked as a financial advisor for Wells Fargo.

Aside from his designations as a CERTIFIED FINANCIAL PLANNER professional, and Chartered Financial Consultant, Jason also holds Series 6, 63, 65, and 7 securities licenses, as well as his life and health insurance licenses. Jason is dedicated to helping his clients define and achieve their short and long-term financial goals, and is excited to be a part of this very important process for individuals and businesses alike.                     

Possessing a strong work ethic, a drive to help others, and a commitment to living every day as if it were his last, Jason lives his personal and professional life based on these lessons his father instilled in him at a young age.  Outside of the office, Jason enjoys spending time with his family and friends. A lover of the outdoors, Jason is an avid fly fisherman, hiker, and backpacker. Committed to giving back and helping others, Jason regularly donates his time volunteering at his local church.


Jason Aldred is licensed to sell insurance in AL, AR, FL, GA, KY, LA, MI, MS, NC, NM, OH, SC, TN, TX, VA & WI

Jason Aldred is registered to sell securities in AL, AR, CA, FL, GA, IL, KY, MS, NC, NM, OH, PA, SC, TN, TX, UT & WI

Arkansas Insurance License #: 10709093