Jason Waugh, CFP®
Financial Advisor at Third Coast Advisors- Claim this Profile
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Bio
Credentials
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CERTIFIED FINANCIAL PLANNER™ professional
CFP BoardApr, 2018- Oct, 2024
Experience
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Third Coast Advisors
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Apr 2017 - Present
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1166 QUAIL CT., SUITE 100, PEWAUKEE WI, 53072, 262-7469270. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Third Coast Advisors, Inc. is not an affiliate or subsidiary of PAS or Guardian. Third Coast Advisors, Inc. is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. The Living Balance Sheet® (LBS) and the LBS Logo are service marks of Guardian. © Copyright 2005-2023 Guardian Show less
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MassMutual
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United States
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Financial Services
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700 & Above Employee
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Managing Sales Director
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Jul 2016 - Apr 2017
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MetLife Premier Client Group
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Madison, Wisconsin Area
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Managing Sales Director II
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Dec 2012 - Jul 2016
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JPMorgan Chase & Co.
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United States
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Financial Services
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700 & Above Employee
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Branch Manager
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Nov 2011 - Dec 2012
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Regional Vice President
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Apr 2006 - Nov 2011
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Best Buy
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Retail
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700 & Above Employee
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Store Director
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Aug 2002 - Mar 2006
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Store Director
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Jan 1989 - Aug 2002
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Education
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American InterContinental University
Bachelor's Degree, Finance