Jason B. Frazier CFP®, ChFC®, AIF®

Director of Financial Planning

Email Jason

Professional Services

  • Fee-based Personal Financial Planning
  • Investment Advisory Services
  • Retirement Strategies
  • Estate planning
  • College Funding

Professional Qualifications

  • Certified Financial Planner (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Accredited Investment Fiduciary (AIF®)
  • Series 7 Securities Registration
  • Series 63 Securities Registration
  • Series 24 Securities Registration
  • Variable Life and Health Insurance License
  • Registered Representative and Investment Advisor for Securian FinancialServices, Inc


  • Originally from California
  • Financial Services business since 1993
  • Graduated from the University of California Riverside (UCR)
  • Children are Mckenna, and Lauren
  • Enjoys golf, exercising, college football, and vacationing near the beach