Jason Schultz

  • CFP®
  • ChFC®
  • CASL®
  • CLU®

Focus: Insurance Strategies, Investment Strategies, Business Owners, College Funding Strategies, Retirement Income Planning, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Group Benefits, Charitable Giving, Student Loan Refinancing, Retirement Strategies

Languages: English

Jason Schultz is a Certified Financial Planner Professional in Jackson, TN. He began his career at pharmaceutical sales and transitioned to financial services 10+ years ago. He received his bachelor's degree from Union University and currently holds the following designations: Certified Financial Planner Professional (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Chartered Advisor for Senior Living (CASL®).

Jason and his wife, Jean, have been married since 2000 and have two daughters. Jason is very passionate about using his gifts and talents to give generously and make an impact on the community in which he lives. He is an active member of the Leadership Jackson Alumni Association and has served on several non-profit boards. When he is not at work, you will find him spending time with his family or volunteering in the community.

Jason, a lifelong learner, always seeks to become a well-rounded, better version of himself. He believes commitment to learning allows him to help clients build and efficiently work a plan on the road to financial independence.


Union University (1993-1997)

Affiliations & Memberships

Member of the Financial Industry Regulatory Authority, Inc. (FINRA)

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Jason Schultz

Satellite Office

1003 Greystone Square
Jackson, TN 38305