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Jason Brown, CFP®

Jason Brown, CFP®

Financial Planner

As a Financial Planner with Blakely Walters, Jason is passionate about building relationships with his clients and helping them achieve their financial objectives. Beginning in the financial services industry in 2006, he has helped clients to meet these goals through sound investment and financial planning strategies tailored to fit their specific needs. Relationships built on trust, high ethical standards, and continued professional competency are very important to Jason.

Originally from the Northeast, Jason graduated from Virginia Tech with a degree in Economics and a minor designation in history. After meeting his future wife Lacey, he moved to Arizona to begin his finance career. He has developed multiple specialties over this time, including work with employer sponsored retirement plans, retirement planning,  insurance, and holistic financial counseling. He currently holds his FINRA Series 7, 63, and 65 licenses. He is also part of a select group of advisors that have met the rigorous education, examination, experience, and ethics requirements necessary to call themselves a CERTIFIED FINANCIAL PLANNER™.

When he is not meeting with clients, Jason loves spending time with his wife and their two children, Adelaide and Easton. Favorite activities include swimming in the pool, cooking, smoking meats, heading to the beach, and teaching his kids to love the Philadelphia Eagles and the Virginia Tech Hokies as much as he does.