I am honored to help individuals and families who are committed to living comfortably in retirement and leaving meaningful legacies.
After earning a degree in finance from the University of North Dakota, I began my career with Edward Jones in 2009. I am a Certified Financial Planner™ professional and have my Series 7, 66 registrations and various insurance licenses.
I grew up in Thompson, ND where I delivered the newspaper starting at age 10. For the next eight years, I invested my paper route earnings into mutual funds. That has led me to where I am today. My practice has been built on a foundation of empathy, discipline and gratitude.
I now live in Bismarck, ND with my wife and four children. We enjoy camping, fishing, hunting and especially family bike rides.
- Portfolio Reviews
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Charitable Giving
My Personal Interests
Phone NumberJason D Naas at (701) 258-7005
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