Jason Lunsford
Retirement Plan Services Practice Leader and Advisor
We found the following information about Jason Lunsford at Dixon Hughes Goodman Wealth Advisors Llc, where the professional has worked as a Retirement Plan Services Practice Leader and Advisor since 2013. Jason's total work experience is over 11 years, during which time the professional had at least four jobs at different places to develop professional skills. Jason studied at the Marshall University from 2001 to 2003. Jason Lunsford received the following certifications: Accredited Investment Fiduciary, Chartered Retirement Plans Specialist, and Accredited Asset Management Specialist. Jason Lunsford currently lives in Asheville, North Carolina. You can contact with Jason by looking for phone number or email or find exhaustive information by requesting access to the professional's additional details from us.
Name variants:
Jayson Lunsford,
Jay Lunsford
Last updated May 25, 2024
Contact Information
Last Update
Jul 9, 2022
Email
ja**@dhgwa.com
Location
Asheville, NC
Workplace
Retirement Plan Services Practice Leader and Advisor
Asheville, NC
Industry
Investment Management, Finance and Insurance, Security, Commodity Contracts and Similar Activity, Other Financial Investment Activities
Colleagues
Work History
Retirement Plan Services Practice Leader and Advisor
500 Ridgefield Ct, Asheville, NC 28806
In 2013, Jason helped create and currently leads the DHGWA – Retirement Plan Services division. RPS provides multiple aspects of retirement pan management by leveraging the depth and knowled...
from Mar 2013
Financial Advisor
500 Ridgefield Ct, Asheville, NC 28806
I consult with individual and corporate clients to determine their financial best interests.
from Mar 2010
Education
2001 — 2003
1995 — 1999
Occupations
Executive
Practice Leader
Advisor
Operations Manager
Skills
Strategic Financial Planning
Financial Analysis
Financial Advisory
Financial Markets
Investments
Investment Advisory
Investment Strategies
Investment Management
Retirement
Retirement Planning
Retirement Plan Consulting
Qualified Retirement Plans
Trusted Advisor
Investment Advisory Services
Finance
FAQs about Jason Lunsford
What is the main profession of Jason Lunsford?
Jason Lunsford is a Retirement Plan Services Practice Leader and Advisor.
What jobs is Jason a professional at?
The expert is proficient at such jobs as Executive and Practice Leader.
Where does Jason Lunsford live?
Asheville, North Carolina is the place where Jason Lunsford currently lives
What is Jason's email?
Jason's email is ja**@dhgwa.com.
How many companies did Jason Lunsford work at?
Jason Lunsford worked at four jobs.
What education does Jason Lunsford have?
Jason studied at the Marshall University from 2001 to 2003.
Are there any professional certifications Jason Lunsford has?
The professional received the following certifications: Accredited Investment Fiduciary, Chartered Retirement Plans Specialist, and Accredited Asset Management Specialist.
What is the industry that Jason Lunsford worked in?
This person works in Investment Management industry.