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MassMutual financial professional.

Jason Schultzemail

  • 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
    • Retirement Strategies


  • Online Services

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