First Command Financial Advisor - Jason Perry
-
461 McLaws Circle
, Ste 4
Williamsburg, Virginia 23185 - (757) 873-0993
- Website
Hours
Chamber Rating
About
First Command Financial Advisor - Jason Perry
Jason Perry joined First Command Financial Services as a Financial Advisor in January 2022, following a 27-year career in the United States US Air Force, where he attained the rank of Chief Master Sergeant. Jason understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away.Understanding that the biggest obstacle to financial security for most people is their own behavior, Jason serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. He advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Jason will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.A graduate of University of Maryland Global Campus with a Bachelor’s degree in Business Administration, Jason holds Series 7 and 66 securities licenses plus life and health insurance licenses in Virginia and North Carolina.In his free time, Jason enjoys golf, spending time with family, and traveling.First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.â€
Contact Info
- (757) 873-0993
- [email protected]
- Website
Specialities
- Comprehensive financial planning
- Investment strategies
- Risk management
- Debt management
Questions & Answers
Q What is the phone number for First Command Financial Advisor - Jason Perry?
A The phone number for First Command Financial Advisor - Jason Perry is: (757) 873-0993.
Q Where is First Command Financial Advisor - Jason Perry located?
A First Command Financial Advisor - Jason Perry is located at 461 McLaws Circle, Ste 4, Williamsburg, Virginia 23185
Q What is the internet address for First Command Financial Advisor - Jason Perry?
A The website (URL) for First Command Financial Advisor - Jason Perry is: https://advisor.firstcommand.com/us/va/williamsburg/japerry?y_source=1_MzM2ODQ1MTYtNTQ1LWxvY2F0aW9uLndlYnNpdGU%3D
Q What days are First Command Financial Advisor - Jason Perry open?
A First Command Financial Advisor - Jason Perry is open:
Monday: 8:00 AM - 5:00 PM
Tuesday: 8:00 AM - 5:00 PM
Wednesday: 8:00 AM - 5:00 PM
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Hours
Ratings and Reviews
First Command Financial Advisor - Jason Perry
Overall Rating
Overall Rating
( 0 Reviews )George Monteiro on Google
Jasons expert guidance has put our family in a great place for the future! His willingness and ability to understand the needs & desires of his clients make him more than just a Financial Advisor; he becomes like a member of the family. He truly wants whats best for those he helps. The Monteiros are forever thankful for Jason and what hes done for our future.
Christina Compton on Google
Jason has done a great job of helping our family plan for the future and rest easy with not only a great plan in place, but understanding each piece of that plan.
James Russell on Google
My initial financial review with Jason Perry today was excellent. Jason was personable and relatablehe focused on areas to support my financial goals and explored several strategies to help me achieve my goals. I look forward to our next session. Thanks much Jason! Jim Russell
David Becker on Google
I had a great experience working with Jason Perry and Samantha McNutt. They were really patient with me and completed my request in a timely manner. I look forward to meeting with Mr. Perry in the future.
Kirk Klinger on Google
Jason is very personable and gave us a positive feeling about our financial future. It appears that all of the previous planning with First Command has put us on the correct path for retirement.
Overall Rating
Overall Rating
( 0 Reviews )Write a Review
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