
Jason Schultzemail
1003 Greystone Square
Jackson, TN 38305
Professional Story
Jason Schultz is a Certified Financial Planner Professional in Jackson, TN. He began his career in pharmaceutical sales and transitioned to financial services 15+ 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 passionate about using his gifts and talents to impact others. He is an active member of the Leadership Jackson Alumni Association and has served on several non-profit boards. You will find him spending time with his family and friends when he is not at work.
Education
Union University (1993-1997)
Affiliations & Memberships
Member of the Financial Industry Regulatory Authority, Inc. (FINRA)
Languages:
- English
Credentials:
- CFP®
- ChFC®
- CASL®
- CLU®
Specialties:
- Insurance Strategies
- Investment Strategies
- Business Owners
- College Funding Strategies
- Retirement Income Planning
- Risk Management Strategies
- Estate Planning
- Financial Education
- Group Benefits
- Charitable Giving
- Student Loan Refinancing
- Retirement Strategies
Online Services
- CoverpathYou are now leaving MassMutual's website and will be redirected to an advisor's website. Get a quote for term life insurance.
- Commonbond You are now leaving MassMutual's website and will be redirected to an advisor's website.Get a preferred interest rate for student loan refinancing.
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