Jason Windham, CFP®, CLU®, ChFC®, CIMA®, AIF®

President at The Shobe Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Credentials

  • Accredited Investment Fiduciary®
    Fi360
  • Certified Financial Planner™
    CFP Board
  • Certified Investment Management Analyst®
    Investments & Wealth Institute
  • Chartered Financial Consultant®
    The American College
  • Chartered Life Underwriter®
    The American College

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • President
      • 1998 - Present

      Jason P. Windham, President of The Shobe Financial Group, is a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Life Underwriter, Chartered Financial Consultant, and a Certified Investment Management Analyst in Baton Rouge, Louisiana. His credentials include being a Registered Representative with Raymond James Financial Services, and a licensed Life, Health & Accident, and Variable Annuity agent in several states. Shobe Financial Group specializes in providing comprehensive financial planning, and investment management services to a wide range of businesses, families, individuals, physicians, pre-retirees, retirees, and professionals. Over time, we have built a particular knowledge base reflecting in-depth work focusing in these areas. Although we specialize in these concentrations, we are also able to bring value to other unique circumstances in which you may need our guidance. The Shobe Financial Group and Shobe & Associates, Inc. are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Shobe & Associates, Inc. Securities are offered through Raymond James Financial Services, Inc. Member, FINRA/SIPC. For important disclosure information, please see "Social Media Disclaimer" link in the "Contact Info" section.

    • United States
    • Manufacturing
    • 700 & Above Employee
    • Sales Engineer
      • 1991 - 1998

Education

  • University of Pennsylvania - The Wharton School
    2005 - 2005
  • The University of Texas at Dallas
    Post-Graduate, Business Administration and Finance
    1997 - 1997
  • University of Alabama
    Bachelor of Science (B.S.), Mechanical Engineering
    1988 - 1991
  • Milton High

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