Team Bio's
Jason
B. Cole, CFP® - colej@faskc.com
Planning Consultant
Jason is a 1993 graduate of Oklahoma State University
with a Bachelor of Science in Business Administration. Upon graduation,
he joined a Tulsa consulting firm where his primary responsibility
was strategic planning. This included business plan development
as well as the acquisition of outside financial funds and the procurement
of production resources for its clients.
In 1995, Jason joined FAS to lead the firm's marketing
and financial plan development effort in Tulsa. He joined the Kansas
City office in 2000 and oversees the development of our clients’
comprehensive financial plans. His primary duties include data gathering
and reconciliation, as well as analysis and assemblage of financial
plans and updates.
In 1997, Jason received his CFP® designation and
is a Certified Divorce Planner. He is also a registered securities
representative, registered investment adviser representative, life
and health insurance agent.
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